Introducing Us to Your Clients
Estate planners, financial consultants, and other professional advisors are often asked to suggest the best vehicle for charitable giving to their clients. The Community Foundation of Central Wisconsin offers you and your clients several distinct advantages over direct giving to charities.
Our staff works to ensure that a donor's contribution addresses the issues the donor cares about most. By working with the Community Foundation of Central Wisconsin your client will be able to fulfill their charitable intent while making a lasting difference in the community.
When working with your client there are several options they can consider when giving through the Community Foundation of Central Wisconsin. Your client can decide the type of fund, ways to give, and even how they wish to become a donor that will best help them to achieve their goals.
Convenience
We are a local organization established by and for the people of Central Wisconsin and have broad knowledge of community issues and needs. Feel free to contact us to discuss any client situation. We would be happy to work with you to explore the most effective giving options for your client.
Simplicity
A charitable fund with the Community Foundation of Central Wisconsin is an easy, low-cost alternative to forming and administering a private foundation
Tax Incentives
We offer the maximum federal and state tax incentives.
Flexibility
We provide many ways to give including Outright gifts, Honorary/Memorials and Income planned gifts. The Community Foundation also provides your clients the opportunity to make one gift for the benefit of a variety of causes.
Community Impact
We are deeply involved with the needs in the community and can direct gift dollars to high-impact areas. Since 1982, residents of Central Wisconsin have been turning to the Community Foundation of Central Wisconsin to make their philanthropic giving as effective as possible. In 2009, the Community Foundation of Central Wisconsin awarded over $431,000 to projects and programs in the area.
Stability
The Community Foundation of Central Wisconsin's standards for investment performance, donor services and grant making have been constant. We have been a trustworthy catalyst for charitable giving since 1982.
