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Your gift to Taliesin Preservation creates a lasting legacy.
Beyond traditional cash or credit donations, there are many meaningful ways to give. Every unrestricted contribution helps provide the critical resources needed to preserve this extraordinary UNESCO World Heritage Site. Your support also ensures that future generations can continue to experience the rich cultural and educational programs that make Taliesin such a treasured place—for today and tomorrow.
Bequest/Will
Including Taliesin Preservation in your will is a lasting way to support our mission. You can leave a specific amount, percentage, or asset, and should use our full legal name, address, and tax ID to ensure your gift is properly directed. Please consult with Taliesin Preservation staff to ensure your intentions are properly documented.
Sample language:
“I give [amount, percentage, or asset] to Taliesin Preservation, Inc., 5607 County Highway C, Spring Green, WI 53588, federal tax ID [insert EIN], for its general charitable purposes.” This thoughtful gesture can help support our mission well into the future.
Gift of Publicly Traded Stock
Donating appreciated stock to Taliesin Preservation is a tax-smart way to give. By donating publicly traded shares held for over a year, you can typically deduct their full market value and avoid capital gains tax—allowing your gift to make an even greater impact. To make a donation of stock, please contact a member of the Development department.
Beneficiary Designation: Retirement and Life Insurance
Name Taliesin Preservation as a beneficiary of your retirement plan, life insurance, or investment account for an easy, meaningful gift. These gifts bypass probate and go directly to us— simply complete a beneficiary form using our full legal name, address, and tax ID (Taliesin Preservation, Inc., 5607 County Highway C, Spring Green, WI 53588, Fed EIN 39-1681988).
Individual Retirement Gift
A Qualified Charitable Distribution (QCD) lets IRA owners 70½ or older support Taliesin Preservation tax-efficiently. You can give up to $100,000 per year directly from a traditional IRA without counting it as taxable income, and if you’re 73 or older, a QCD can satisfy your required minimum distribution (RMD). The gift must go directly from your IRA custodian, so coordinate with your advisor.
Donor Advised Funds
Giving through a Donor-Advised Fund (DAF) is a flexible, tax-efficient way to support Taliesin Preservation. You can contribute cash, securities, or other assets, receive an immediate tax deduction, and recommend grants over time. Managed by community foundations or financial institutions, DAFs let you grow funds tax-free and simplify your charitable giving.
Real Estate, Tangible Personal Property, Closely Held Securities, Gold/Silver Precious Metals and Unusual Assets.
Donating real estate, closely held securities, precious metals, or other unique assets to Taliesin Preservation can create a lasting impact and offer tax benefits. All such gifts are subject to Board of Directors approval due to marketability and other considerations.
For more information or questions, please contact Dan Morse, Director of Development, at (608) 770-2819 or dmorse@taliesinpreservation.org
Taliesin Preservation does not provide legal or tax advice. Please consult your financial planner or attorney to determine which options are best for your situation.
