CREATE YOUR FUND

Create Your Fund 2021-02-09T21:18:34+00:00

Have a lasting impact on your community.

The Community Foundation helps individuals, families, nonprofits, and corporations achieve their philanthropic goals. Setting up a named charitable fund is easy to do and can be completed in less than a day. Whatever your giving goals might be, the Community Foundation can create a fund to help you make the most of your philanthropy.

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GIVE

Gifts of stocks, cash, or other assets are given by donors who receive an immediate tax deduction.

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community foundation north central wisconsin

GROW

Grow your fund through professionally managed investments.

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community foundation cares

GRANT

Grant to charitable organizations you are most passionate about.

Choose a Fund that’s right for you.

Donor Advised Fund

A donor advised fund through Community Foundation of North Central Wisconsin provides a simple, flexible, and tax-efficient way to streamline your charitable giving. You make a gift to establish the fund and then remain actively involved in suggesting grants from the fund to the nonprofit organizations you wish to support. The ease of use and potential tax advantages make donor advised funds the fastest-growing charitable giving vehicle in the nation.

Designated Funds allow donors to identify one or more specific charities to receive annual grants for a specified time or in perpetuity. We monitor grant recipients to ensure that they remain focused on their original intended purpose and are achieving results in accordance with the donor’s wishes.

Field of Interest Funds allow donors to focus on a particular area of interest, such as the arts, education, health or the environment. Within the chosen area of interest, we seek out the best grant making opportunities and programs that are capable of achieving the donor’s objectives.

Field of Interest Funds are useful for short or long term special projects, group giving, early steps toward creating your own 501(c)(3) charitable organization, and estate planning.

Scholarship Fund

Through a scholarship fund with us, you can invest in the lives of students who are pursuing their dreams. The community foundation provides the expertise to help you meet your personal goals and awards scholarships to deserving students who meet the criteria that you are able to help set. Your gift can help students at all ages and stages pursue education and open new doors to success.

Unrestricted Fund

When you establish an unrestricted fund with us, your gift will be used to address significant challenges and opportunities in the community. Each year, our program experts determine where grants from these funds can have the largest impact. As community needs change, so will the projects your fund supports. The community foundation evaluates all aspects of community wellbeing: arts and culture, economic development, education, environment, health and human services, neighborhood revitalization and more. The flexibility of your unrestricted gift allows the community foundation to respond to the community’s most pressing needs, today and tomorrow.

Establishing a nonprofit agency endowment fund with us is a simple and efficient way to create a source of permanent capital for your organization’s future. These funds offer a reliable, ongoing source of financial support. Your organization receives the added benefit of our expertise in helping you develop planned giving programs and facilitate complex gifts from your donors. We handle the investment management of the fund and all administrative details, including gift processing, record keeping, tax reporting and audits.

Talk with us today.

Our professional staff is here to help you find a philanthropic solution that’s
right for you and guide you through the process of getting started.

Karla Lodholz DIRECTOR DONOR SERVICESEmail Karla Lodholz