Frequently Asked Questions

Frequently Asked Questions

Did you just earn a large bonus, but find yourself without the time to decide on the most deserving charities?

Year-end tax planning: Establish a Donor Advised Fund at the Community Foundation of Central Wisconsin for an immediate tax deduction, and stay involved in your gift for years to come.

Are you thinking about establishing a private foundation, but looking for a better, simpler way? Or, are you frustrated with the ongoing management of your private foundation?

Simple alternative to private foundations: Establish a Donor Advised Fund or supporting organization and stay personally involved with the distribution of gift dollars. Use the Community Foundation of Central Wisconsin’s grant expertise for community knowledge and greater impact.

Are you passionate about meeting a specific community need and want to make a meaningful gift?

Strategic giving: The Community Foundation of Central Wisconsin uses expertise in local needs to recommend ways to make the greatest impact.

Do you own highly appreciated stock in a company that is about to be acquired?

Sale of a business: Structure a charitable gift of stock before the company is sold to reduce capital gains and increase charitable deductions. Establish a Donor Advised Fund at the Community Foundation of Central Wisconsin so a once-in-a-lifetime event can help you do good, forever.

Is your personal net worth tied up in a closely held company, but want to give back?

Closely held stock: Donate a portion of company stock to the Community Foundation of Central Wisconsin; the company may buy it back for fair market value. Establish a Donor Advised Fund or planned gift; you are eligible for a tax deduction at the fair market value of appreciated stock (less any planned gift value).

Does your estate planning identify significant taxes going to the IRS, but you want to keep tax dollars local?

Preserving an estate: Reduce taxable estate through charitable bequest or other planned gift to the Community Foundation of Central Wisconsin. Create a personal legacy in the community that stays true to your charitable intent forever.

There is so much more we’d like you to know. For more information and ideas on ways to integrate your financial planning with charitable giving, ask your financial advisor or contact the Community Foundation of Central Wisconsin.

Leah Lueck
Community Foundation of Central WI
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