Professional Advisors

Professional Advisors

The Community Foundation of Central Wisconsin is a trusted resource for you as you work with your clients to meet their financial goals and support the community and causes they care about.

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. The Community Foundation can provide you with the necessary tools and resources to ensure your clients achieve their philanthropic goals.

Check out our Professional Advisor Brochure HERE and use it as a resource when providing advice on charitable giving to your clients.

Ten Reasons People Choose to Give through the Community Foundation

1.  We are a local non-profit organization with deep roots in the community.

2.  Our professional staff has broad expertise regarding community issues and needs.

3.  We provide personalized service tailored to each individual’s charitable and philanthropic interests.

4.  Through our Donor Advised Funds people can invest in the causes they care about most.

5.  We accept a wide variety of assets and can facilitate even the most complex forms of giving.

6.  We partner with professional advisors to create highly effective approaches to charitable giving.

7.  We offer maximum tax advantage under state and federal law.

8.  We multiply the impact of gift dollars by pooling them with other gifts and grants.

9.  We build endowment funds that benefit the community forever and help create personal legacies.

10 . We are a community leader, convening agencies and coordinating resources to create positive change.