Newsletter Summer 2020
Beneficiaries and Advisors – Wispact has switched to an email format for newsletters. If you would like someone to receive this (beneficiary or advisor), please reply to James Giese, Director of Communications, firstname.lastname@example.org.
The economic impact of COVID-19 has been significant. Many Wisconsin residents are struggling to make ends meet. On March 27, Governor Evers directed DOA Secretary-designee Palm to prohibit landlords from serving notice terminating tenancy. This temporary ban on evictions will expired on May 26.
While state and federal benefits will help soften the blow, they cannot cover all expenses a family must manage. Governor Tony Evers and the Wisconsin Department of Administration (DOA) are partnering with members of the Wisconsin Community Action Program Association to assist renters.
The Rental Assistance Program can award up to $3,000 per household. The payment is paid directly to the landlord.
For more information, see https://doa.wi.gov/Pages/LocalGovtsGrants/COVID-Grants.aspx
Give us Feedback! Take a Wispact Client Satisfaction Survey
Wispact constantly strives to serve our beneficiaries and their advisors. We want to know how we can improve. As we have made changes to our operation and beneficiaries have to adjust to living with a pandemic, your feedback now is very important to us.
This short customer survey about Wispact should take about 5 minutes. Responses will not be identified by the individual.
Please take this short survey: https://www.surveymonkey.com/r/ZTHN65R
Lawn Care for Beneficiaries
Lawn care throughout the summer months can be a major chore! Mow your grass at the right height, water properly, treat for grubs, avoid parking on the grass, sharpen your mower blades, let clippings lie, and fertilize warm season grasses.
Many beneficiaries enjoy doing their own lawn work, but some may be inclined to hire a professional. This is a popular distribution request received at Wispact in the summer.
Things to consider when making a request from your trust account for these services: Wispact may need to see proof of home ownership before we can approve this request. If you rent and lawn care is part of your agreement with your landlord we will need to see this outlined in your lease.
In addition, you need to consider who you are hiring to provide the service. A request to pay a professional business will be more straightforward than a request to pay a family member or someone from your neighborhood. Wispact can accommodate a request to make a payment for a more informal arrangement; however, there are limitations to how much we can pay. Your Beneficiary Specialist can help you understand what your trust will be able to pay so you can plan accordingly.
Use of Retained Fund Grants during COVID 19
Are you aware that Wispact offers charitable grants to beneficiaries through our Retained Fund Grants program? Wispact’s Grants Fund provides financial assistance for the benefit of Wispact Trust Beneficiaries through subsidy awards. The use of these grants during the COVID 19 pandemic could be very useful.
To be eligible for a Wispact Grants Fund, the Beneficiary must be a current Wispact Trust Beneficiary. The award is based on several criteria including the amount of funds in the Beneficiary’s account and the degree of need. For more on eligibility, see
For more information contact: John Shaw, Retained Fund Grant Coordinator, Phone: 608-268-6006 Ext.204; Email: email@example.com
Wispact Working Remotely
Wispact’s Physical Office Location at 226 Corporate Dr is closed – But we are working remotely and processing distributions – if possible submit documents via email.
QUESTIONS? PLEASE CALL:
Toll Free 833-653-6503
Toll Free Fax 855-588-2200
Contacting Wispact Staff
During the pandemic, Wispact’s Physical Office Location at 226 Corporate Dr., Madison, WI has limited access for the public. Please contact us before visiting. But all Beneficiary Specialists are working remotely and processing distributions – if possible submit documents directly via email or fax.
We realize how important our distributions are to you. Please be aware we can process distributions submitted via email and fax much more efficiently than those submitted via mail.
For a list of Beneficiary Specialists and staff, see Staff Contact Page>>
About the Email Newsletter
Beneficiaries and Advisors – Wispact has switched to an email format for newsletters. If you would like someone to receive this (beneficiary or advisor), please reply to James Giese, Director of Communications, firstname.lastname@example.org or call 608-268-6006 ext 209. To unsubscribe, click on the unsubscribe link at the bottom of the email or reply to this message with your unsubscribe request.
MISSION STATEMENT »
We improve the lives of people of all ages with disabilities across Wisconsin through the management of special needs trusts to provide more choices, more opportunities, and a better quality of life.
If you have questions about your trust account, please contact your Beneficiary Specialist. For information about establishing a new trust account or general information about Wispact, contact our
Director of Outreach, James Giese.
226 Corporate Drive
Madison, WI 53714
(608) 268-6006 | F (608) 252-8449
Wispact, Inc. is not a registered investment adviser, registered stock broker or broker-dealer and does not offer investment advisory services, programs or products. Any investment questions should be directed to qualified licensed professional financial advisers.