Create a Legacy
There are many ways to invest in your community through the Community
Foundation of North Central Wisconsin. Our professional staff can help you
explore your options and determine which method is right for you. Whichever
you choose, you will have the satisfaction of knowing that your gift, large
or small, will benefit your community today, tomorrow, and always.
You can make an online donation to any fund administered within the Community Foundation. Click on this link to begin the process.
Feel free to contact the Community Foundation office if you need additional information on the following giving options:
Outright Gift
The simplest and most convenient donation is a gift of cash, stocks, bonds, real estate, or other assets. Your charitable gift qualifies for the maximum tax advantages allowed by law.
Bequest by Will
There are a number of ways to utilize the Community Foundation in your will. You can designate a specific gift or a portion of your estate to your Community Foundation and, in some cases, receive a substantial reduction in federal gift and estate taxes. You can also name the Community Foundation as the recipient of dividends, or as the beneficiary of a new or existing life insurance policy.
Charitable Gift Annuity
You can make a gift of cash or property to your Community Foundation now, get immediate tax benefits, and ensure that you or a loved one receive fixed quarterly or annual income payments for life.
Charitable Remainder Trust
You can place cash or property in a trust that pays annual income to you, or another named beneficiary, for life. After your death, the remainder of the trust transfers to your Community Foundation and is placed into the charitable fund you have selected. You receive income tax benefits in the year you establish your trust.
Charitable Lead Trust
You can place cash or property into a trust that pays a fixed amount to your Community Foundation for a specified number of years. Once this period ends, the assets held by the trust are transferred to the beneficiaries you name. In some cases, you receive a substantial reduction in federal gift and estate taxes.
We recommend that you contact your financial advisor to discuss the benefits of including the Community Foundation in your tax and estate plans. It's your legacy.