www.wisconsingives.org
Your clients expect the best. When it comes to charitable giving, Wisconsin's Certified Community Foundations are experienced partners you can trust. We know philanthropy. We know Wisconsin's communities. Using that knowledge, we help you meet and exceed your client's expectations. We want to be your charitable giving partner. When you need information about charitable gifts, local organizations or effective grantmaking programs, you can rely on Wisconsin's Certified Community Foundations.

More than $687 billion will move from one Wisconsin generation to the next by 2050, with $105 billion changing hands before 2010. 

Those are the findings from the Transfer of Wealth in Wisconsin study, commissioned by Wisconsin’s Certified Community Foundations through the Donors Forum of Wisconsin. 

The research, conducted by the Nebraska Community Foundation/Nebraska Center for Rural Entrepreneurship, provides a county-by-county analysis of the wealth transfer. 

Why study wealth transfer?
We enjoy a terrific quality of life in Wisconsin: one of the nation’s best education systems, beautiful parks, scenic waterways, bustling arts scenes and more. We can be proud of our state.

Despite these terrific amenities, our state stands at a crossroads.

• Our population is growing older. Retirements will soon have a big impact on our workforce and affect business in our state. 
• College-educated students are leaving for neighboring states and beyond.  We’re not attracting as many college students from other states as we could. 
• Our economy is changing.

Government and business alone cannot address these issues. Charitable gifts can play a critical role. 

The Transfer of Wealth in Wisconsin report shows how charitable giving could help preserve our quality of life.  For example, if just 5% of the wealth transfer in the first 10 years is set aside for charitable endowments, more than $9.30 million would be available for community betterment in Marathon, Lincoln, and Oneida counties, annually. Forever.

Count Your Community Among Your Heirs
As you set up your will or estate plan, consider counting your community among your heirs. By doing so, you can help preserve the quality of life in our community.

For more information, visit www.wisconsingives.org or contact Jean Tehan at 715.845.9555. 
Click to download the Transfer of Wealth report (PDF).

Visit the Planned Giving Design Center to learn about charitable estate and tax planning strategies. "Simpler Gift Plans Every Advisor and Charity Can Suggest to Clients and Donors"Is there such a thing as a "simple" planned gift? In this article, Bloomington, Indiana gift planning consultant Pamela Jones Davidson discusses basic gift plans that every advisor can share with clients.

---

COUNCIL ON FOUNDATIONS, a membership organization of more than 2,000 grantmaking foundations and giving programs worldwide. They provide leadership expertise, legal services and networking opportunities—among other services—to  their members and to the general public. 

---

 Download the Council on Foundations Guide to Philanthropic Resources 

---

DONORS FORUM OF WISCONSIN, is a professional membership association for grantmakers in Wisconsin. For over 25 years the Donors Forum has been Wisconsin’s resource for philanthropy. 

---

HEALTHY MARATHON COUNTY is a partnership of people committed to making our community a healthier place to live. They work in six action teams to address important issues like alcohol abuse and misuse, tobacco use, suicide, obesity, prenatal care, and health care for the elderly.

---

---

The Community Planning Council of Marathon County has released,Focus 2005-2007 LIFE in Marathon County:
 Local Indicators for Excellence.

The LIFE report provides a wide spectrum of information and data depicting the quality of life in Wausau and Marathon County.  Its purpose is to provide a reference for the community to evaluate strengths and weaknesses and identify priority issues. The report, which is published every two years, serves as a tracking vehicle to show how the community has changed over time. The report’s sponsor, the Community Planning Council of Marathon County, hopes this report will not only serve as a handy reference but also as a starting point for community action.

CLICK ON THE POINT OF INTEREST:

OR  VIEW

---