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Security, flexibility, and tax advantages are key to all contributions to the Community Foundation. Our experienced staff will guide you through the process of establishing a fund, or directing your gift to an existing fund that is best suited to your charitable desires. You can be assured your donation will be utilized according to your philanthropic interests. The variety of fund options and giving methods available to you, will provide flexibility in accommodating your charitable goals and meeting your tax and estate planning objectives.

Each individual, family, or organization we work with has unique charitable interests…and unique financial circumstances. We help you make the most of both, so you receive the greatest return on your community investment.

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…For good. For ever.

Tom and Mary Murphy have worked toward their much deserved retirement, and have diverse interests in the two communities they now divide their time between. Carrying through on what they believe is their responsibility to ‘pass it on,’ their list of favorite causes and charities is long.

“The donor advised fund we recently established within the Community Foundation provides us with the ‘one stop shopping’ convenience that works for us. With one larger gift, we receive the charitable deduction up front and then recommend gifts to a variety of carefully chosen charities over time,” said Tom.

First and foremost in their giving, the Murphys look at what goes to the bottom line, and insist on low overhead costs for the charities they support, including the Community Foundation of North Central Wisconsin. “The Community Foundation has capabilities in serving our charitable needs in both communities that we have not yet utilized and intend to in the future.”

Tom & Mary Murphy

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500 Third Street, Suite 310
Wausau, WI 54403
Phone: 715.845.9555 • Fax: 715.845.5423
email: info@cfoncw.org

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