“Watching the foundation's development over the last decade, we have seen it teach future generations the importance of giving back and supporting worthy causes. The foundation has knowledgeable people in touch with what our community needs are and offer a wealth of charitable-giving expertise. "
— The Lubs Family

For Advisors

Help your clients support charities and leave their legacy in Chippewa County.

Let the Community Foundation of Chippewa County help you make your clients' charitable giving easy and effective. We offer a variety of services, available at no cost to you or your client, that can assist you in your work.

We help you help others. Your clients will see a positive impact on their current financial picture or in their estate plan by making a charitable gift and paying lower taxes. Plus, the community receives additional dollars that support local nonprofit organizations.

Is your client interested in providing for a favorite charity in their will or estate plan?

Contact us today. Our team of experts can tell you about the benefits of different gift vehicles such as a Donor-Advised Fund.
Contact us for more information. »

Benefit from Partnering with Our Foundation

Put our broad range of experience customizing charitable giving to work for your client. There are several flexible options for your clients to build charitable giving into their wills or estate plans. We can assist your client with gifting appreciated securities or real estate, leaving a legacy gift in your estate plan, as well as naming a fund as a beneficiary of your life insurance or IRA. View ways to give. »

Protect your clients' assets from hefty government taxes. We are a public charity, which means your clients' contributions qualify for the maximum deductions for income, gift, and estate taxes. We can offer advice such as considering giving assets, like qualified retirement plans, to the foundation that would otherwise cost heirs more to inherit than other assets. Contact us to discuss your clients' options. »

Our wide range of investment pools and managers, coupled with our sound financial management of your clients' assets, ensures that their charitable intent is preserved, now and for generations to come.

Add charitable giving through the community foundation to the checklist of services to discuss with your clients! The future generations of our community will thank you.