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Transfer of Wealth In Wisconsin
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. The research, conducted by the Nebraska Community Foundation/Nebraska Center for Rural Entrepreneurship, provides a county-by-county analysis of the wealth transfer. Click here to read more.
Philanthropic Strategies with Concentrated Portfolios
Helping a client realize a charitable goal while also diversifying a concentrated position provides many benefits for both the charity and the donor. The philanthropic experts at the Community Foundation of Southern Wisconsin have helped many advisors help their clients give more effectively within their financial plan. Click here to read more
Unearthing Charitable Dreams: Donating Property
Giving property can allow you to make a substantial gift to your favorite cause while reducing taxes on your estate and possibly giving you a lifetime income stream. The Community Foundation of Southern Wisconsin has accepted gifts of real estate for several years. Contact your community foundation advisor for more information about giving real estate.
Click here to read more
Call CFSW for your free Guide to Giving toolkit
or Click here for sample forms.
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