About Protect Lake Beulah Legacy, Inc.

Founded in 2025, Protect Lake Beulah Legacy, Inc. seeks to build lasting financial support for our cherished lake.

How We Are Governed

Official IRS-approved 501(c)3 support organization for Protect Lake Beulah and State of Wisconsin-approved charity
Once assets reach $100,000, the Greater Milwaukee Foundation will manage the money in a dedicated fund
No salaries for Directors & Officers, nor any political activity
Annual financial report published on our website
Types of activities we anticipate funding:
- Fish habitat enhancement
- Aquatic plant control
- Invasive species management
- Shoreline preservation
- Water quality monitoring

What Sets Legacy Apart

Three organizations working together for Lake Beulah

Protect Lake Beulah

132-year-old member-based organization
Identifies immediate and long-term needs and implements solutions
Active in the community
Funded by member dues

Legacy

New tax-advantaged 501(c)(3) with permanent endowment
Long-term horizon for highest impact initiatives
Not political
Funded with donations and bequests

Lake Beulah Management District

Incorporated by Wisconsin state law
Critical routine lake maintenance and monitoring
Elected and appointed officials
Funded by property tax assessments

Legacy IS	Legacy IS NOT
A 501(c)(3) charitable organization approved by the IRS and State of Wisconsin.	Not a replacement for Protect Lake Beulah (PLB).
A non-political organization focused solely on charitable purposes.	Not permitted to take political positions or endorse candidates.
A permanent endowment where donor gifts build an invested principal that generates annual income for PLB.	Not a membership organization with annual dues.
Designed to grow long-term financial support so PLB can undertake larger and more impactful conservation initiatives.	Not intended to fund only today's needs or short-term projects.
Committed to preserving its principal, using investment earnings—not the principal itself—to support PLB.	Not a "piggybank" that spends down donor gifts.
Able to accept tax-deductible charitable donations*, including major gifts.	Not funded through non-deductible membership dues.
Focused on protecting Lake Beulah for years, decades, and future generations.	Not limited to addressing only current or near-term challenges.
Structured to receive legacy gifts, including estate bequests and planned giving.	Not intended for routine operating support or annual membership fundraising.

* As a recognized 501(c)(3), donations to Legacy are eligible for federal income tax deductibility as a charitable contribution. Contact your tax advisor for advice on your specific situation as it applies to you.