Advisors

Helping Your Clients

The Community Foundation of Central Wisconsin offers a variety of options to meet your clients’ charitable goals.

Your clients have the ability to make a lasting impact through these options: 

Invest in a Mission Fund

Establish a Fund

Contribute to an Existing Fund

Make a Planned Gift

 

The Community Foundation can benefit your clients in additional ways:

  • Year-end tax planning
  • Estate planning
  • Retirement planning
  • Sale of highly appreciated stock
  • Substantial retirement assets
  • Alternative to establishing a private foundation

If you or your clients want to learn more about any of the following topics, please call us at 715-342-4454 or email foundation@cfcwi.org.