Resources for Advisors
This section of our website provides tools and information for professional advisors to help clients develop a charitable plan. Use us as resource! 

Plant the Seed - Build a Strong Community!
The transfer of inter-generational assets in southern Wood County during the next 10 to 50 years offers a tremendous opportunity for every resident to "plant a seed for the future of our communities" - make a plan for local charitable giving so that future generations can build a strong, vibrant, positive place to live. 

Charitable Gift Annuities  The Community Foundation now offers Charitable Gift Annuities for donors who wish to make a charitable gift during their lifetime while providing themselves with a new income source for life. Click on Publications.

Planned Giving Design Center is your free online resource.  For up-to-date tax law changes, current news affecting charitable giving, published articles, tax planning calculators, and a wealth of resources, visit Planned Giving Design Center: www.pgdc.com/wis. Sign up for daily or weekly email updates on breaking news.  It's also a great site to research topics of interest. Planned Giving Design Center has thousands of articles, tax rulings, etc., archived for your reference.

To see a copy of recent research, Wealth in South Wood County, WI, click on News.  If just five percent of assets that will transfer to the next generation is contributed to local charitable endowment funds, we will see $3 million per year available for community and economic improvement projects - $3 million per year forever! Our goal is to keep these assets within our communities - for the benefit of our residents. Ask your clients, "Do you want to leave something to the community, to your favorite charity?"

What benefits can your client receive from the Community Foundation? If you would like more information about Foundation Options Comparison, 10 Reasons to Set Up a Fund, Transferring a Private Foundation, The Donor Advised Fund Option, and The Supporting Organization Option, please click here.

Sample Bequest Language.  Click on the small logo below for a one-page document with sample bequest language for establishing a fund through Community Foundation of Greater South Wood County.