Professional Advisors » Why Give Through the Community Foundation?

When your client gives through the Community Foundation of North Central Wisconsin, they will enjoy a wide range of benefits.

Community involvement: North central Wisconsin holds special places in the hearts of many donors and fund-holders. The Community Foundation provides a unique way to give back to the communities and charities your clients know and love.

Flexible size: Funds range in size from $10,000 to several million. Acorn funds can be started with just $500. Funds can be added to at any time. They can even be established with contributions made over a number of years.

Permanence: With an endowed gift to the Community Foundation, your client's fund will benefit their favorite charities and the community many times over. We will make sure their wishes are carried out, forever.

Preferred tax status: The Community Foundation of North Central Wisconsin is a public charity, providing donors and fund holders with maximum tax savings. Your client can avoid capital gains taxes with gifts of appreciated assets–and qualify for tax deductions based on current market value.

Safe investment: The Foundation's investment portfolios are managed for long-term growth in the market. This objective allows for significant grant making while preserving the purchasing power of each fund. Our professional investment advisors evaluate the Foundation's portfolio performance and compare it to more than 1,000 investment pools across the nation.

Simplicity: When your client sets up a Donor Advised Fund with the Community Foundation of North Central Wisconsin they can make just one charitable contribution a year to their fund and then recommend prospective grant recipients to the Foundation's board of directors over time. Or, they could make a community impact gift to the Foundation and allow the Foundation's board of directors to use the fund to meet new, emerging needs in the community today and for future generations.