Professional Advisors

Professional Advisors

The Community Foundation of Central Wisconsin is a trusted resource in the community to help you fulfill your clients’ philanthropic wishes, meet their financial goals, and gain maximum tax benefits while supporting the community and causes they care about most.


As a professional advisor, you undoubtedly find many of your clients are already giving annually to their favorite charitable organizations. You can help them develop a plan to continue their giving legacy for generations to come. We offer a variety of giving options—including the ability to set up a charitable fund in your client’s name. This is just one way we can help you assist your clients to achieve their philanthropic goals.


PARTNER WITH US


Trusted Partner
We provide support, information and expertise related to charitable giving options. You stay in control of your client relationships while the Community Foundation provides them options to meet their charitable goals.


Stronger Relationships
Studies show that many high net worth individuals are expecting to talk about giving as they make financial plans with their advisors. Your clients are looking for you to serve as a resource that will provide logistical and strategic support for their charitable giving options. Our team has the resources you need to have productive conversations with your clients.


Community Experts
Philanthropic planning can be considered part of clients’ overall planning process. The Community Foundation provides tools to help you better understand your clients’ motivations for leaving a legacy in their community.
Consider the Community Foundation as part of these conversations:

  • Year-End Tax Planning
  • Estate Planning
  • Retirement Planning
  • Sale of Highly Appreciated Stock
  • Substantial Retirement Assets
  • Alternative to Establishing a Private Foundation

 

You can download a printable version of our brochure Providing Advice on Charitable Giving for Professional Advisors.

CFCWI