Legacy Giving
For people who believe home should never be out of reach
A gift in your will or estate plan helps Movin' Out continue providing safe, community-integrated homes for people with disabilities, long after today.
You do not have to be wealthy to leave a legacy. You just have to believe in something enough to want it to outlast you.
For more than 30 years, Movin' Out has helped people with disabilities access homes where they can live with independence, dignity, and self-determination. A legacy gift is simply a promise, written into your will or estate plan, to help keep that work going.
It costs you nothing today. It does not change how you live now. And it means that the people who need it most will continue to have access to the equitable, community-integrated housing you believe in.
Why Leave a Legacy?
A legacy gift is about deciding what continues.
There are many ways people connect to Movin' Out. Maybe through a neighbor, a family member, or a personal experience of what a stable home makes possible. A legacy gift lets you carry your belief forward, so the next family working toward self-determination has someone in their corner.
It is a way of saying: what I built, what I believed in, what I gave my time and attention to – that does not stop with me.
Why Movin’ Out?
Movin' Out started in 1995, when a group of parents in Wisconsin decided they wanted to create a different environment for their kids.They wanted their sons and daughters to live in homes of their own, in their own communities, like everyone else. When no organization existed to help them do that, they built one.
More than 30 years later, that same idea drives everything we do. We have helped over 2,000 families buy their first home. We have helped create more than 1,500 units of affordable rental housing across Wisconsin, including over 350 homes where residents can live fully and independently alongside their neighbors, with supportive services through the long-term care system based on their individual needs and preferences.
We believe housing works best when it is community-integrated and equitable, not set apart or out of reach. That belief hasn't changed since 1995, and a legacy gift helps make sure it does not have to.
Ways to Leave a Legacy
There is more than one way to include Movin' Out in your plans. Most people choose one of the options below, and you're always welcome to talk it through with us first.
A Gift in Your Will or Trust (a Bequest)
This is the most common way to leave a legacy gift. You simply include a sentence in your will or living trust that leaves Movin' Out a specific amount, a percentage of your estate, or whatever remains after you have taken care of the people you love. You can update it anytime, and your assets do not leave your control.
A Beneficiary Designation
Some of what you own, like a bank account, a life insurance policy, or an investment account, is not necessarily controlled by your will. Instead, you name a beneficiary directly with the bank or provider. Adding Movin' Out often takes just a few minutes, and you can change it whenever you like.
Retirement Accounts (401(k), IRA, and Similar Accounts)
Retirement accounts are a popular way to give because family members who inherit them often owe income tax on the money, but a nonprofit does not. Naming Movin' Out as a full or partial beneficiary can be a simple way to make a bigger impact at less cost to the people you love.
Other Ways to Give
Depending on your situation, you might also consider a gift of stock or a trust that can pay you income during your lifetime. If you are not sure what fits, we're glad to talk it through with you and your advisor.
Sample Legacy Language
If you decide to include Movin' Out in your will or trust, here is sample language you or your attorney can use as a starting point:
"I give [the sum of $____ / ____% of my estate / all the residue of my estate] to Movin' Out, Inc., a nonprofit organization located at 902 Royster Oaks Drive, Suite 105, Madison, WI 53714, Tax ID 39-1833482, to be used for its general purposes."
Do I need to be wealthy to leave a legacy gift?
No. Legacy gifts come in every size. What matters is the intention, not the amount.
Frequently Asked Questions
Will this cost me anything right now?
Including Movin’ Out in your legacy planning does not require any donation today. There may be legal fees if you work with an attorney. Because you retain control of your assets, a legacy gift does not affect your monthly finances or your lifestyle today. It only takes effect later, as part of your estate plan.
Do I need a lawyer to do this?
For a gift in your will, most people work with an estate attorney, but you don't have to start there. There are many low or no-cost solution providers such as FreeWill.com. For a beneficiary designation, you usually just need a form from your bank, retirement plan, or insurance provider.
Can I change my mind later?
Yes. A legacy gift is not a contract. You can update or remove it at any time as your life and plans change.
Do I have to tell Movin' Out about my plans?
No, but we hope you will. Letting us know helps us plan for the future, and gives us a chance to thank you now, while you're here to hear it.
Where does my gift go?
In general, your gift goes wherever the need is greatest. Examples could include adding more resident service coordinators, expanding our community to areas that have not benefitted from it before, or building the next wave of accessible homes. In other cases, your support means keeping the programs strong that already make Movin' Out the community it is today.
You don't need to have it all figured out to reach out. Most people who leave a legacy gift start with a conversation, not a decision.
Talk with us about your Legacy
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Already Included Movin' Out in Your Plans?
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