Advisor Toolkit & Resources
Our goal is to equip you with resources that help you accomplish your clients’ financial and philanthropic goals in a uniquely personal way. Utilize and download the toolkit documents below, designed to help you find the information you need to guide your clients along their philanthropic journey.
BENEFITS OF CFONCW
SHOULD YOUR CLIENT GIVE?
CONVERSATION STARTERS
CHARITABLE FUND OPTIONS
Let’s Start a Conversation.
Curious to learn more about the Wausau Marathon County Fund? Connect with Michelle Gleason, Development Director of the Community Foundation of North Central Wisconsin.
Or call Michelle at (715) 845-9555
