Tax & Estate Planning

Tax & Estate Planning

"Once we learned of the services that the Community Foundation had to offer, it made our decision to include it as a part of our estate plans easy. We've outlined our wishes to include scholarships and land preservation because education and the natural resources, which are a vital part of this community, are also important to us. We feel good knowing that commitment will continue after we're gone."

Kerry & Cheryl Brimmer
Weights and Measures Inspector / Teacher

As a professional advisor, your clients count on you to guide them through the many options, tax benefits, and legalities related to their philanthropic giving. The Community Foundation of North Central Wisconsin offers a variety of resources to make your job easier while helping your clients achieve their personal, business, financial, and philanthropic goals.

We consider attorneys, accountants, financial planners, insurance agents, and other professionals who have relationships with donors to be our valued partners in charitable giving. This section of our site makes tools and information available to help you ensure that your clients receive the full benefit of their contributions while supporting the charities of their choice.

We have an outstanding reputation for integrity and service to donors. And we have developed unique resources for you to use in helping donors craft their charitable giving plans.

Our staff is here to help you with the donation process. If you have questions about our advisor resources, please contact the Community Foundation office.