Client Options

Client Options

The Benefits of Partnership

The Community Foundation of Central Wisconsin can help your clients make gifts to charitable organizations the care most about. Our team of professionals provides local knowledge of philanthropic efforts taking place in Central Wisconsin that can assist your clients in meeting their financial goals.

Options for Your Clients

Create A Fund

Our knowledge of the local philanthropic efforts will help your clients give to the causes they care about. We can also help you assist your clients in best meeting their financial goals by providing counsel on tax-saving strategies, creating a lasting legacy, carrying out their charitable wishes forever.

Estate Planning

Individuals who want to make a lasting impact in the community can do so through our estate planning options. Your planned gift can support your favorite local charitable organizations in perpetuity. Learn more about Estate Planning here. 

Contribute to An Existing Fund

A contribution to one of our existing funds is an easy way to have a long-term impact in our community.

The Community Foundation is able to offer a variety of options for your clients to achieve their charitable objectives.

If you or your clients are interested in learning more about any of the following topics, please contact our office at 715-342-4454 or email us at foundation@cfcwi.org.

Jessica Hoerter