Resources for Professional Advisors
We invite attorneys, estate planners, accountants, insurance professionals, trust officers, and consultants in the financial service sector to guide their clients in considering the intrinsic values of charitable gifts to the Community Foundation of Southern Wisconsin.
Our Professional Advisor Handbook is a resource designed with you and your clients in mind. It provides an overview of the Community Foundation, the types of funds we hold, the many methods of giving available to our donors, and a comparison of the Community Foundation and private foundations.
You may download the entire handbook or a specific section. You may also obtain a hard copy by calling the Community Foundation office at (608) 758-0883 or 1-800-995-2379.
Please contact our executive director or the donor services representative in your area by phone or e-mail if we can be of any assistance to you and your clients. Your inquiries are always kept confidential.
Professional Advisor Handbook Downloads
- Entire 2014 Professional Advisor Handbook
- Part 1: Overview
- Part 2: Types of Funds
- Part 3: Methods of Giving
- Part 4: Community Foundation vs. Private Foundation comparison
- Sample Will Language