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Give your backers a way to provide financial support for your organization for the long term.

Ongoing Support

Establishing an Agency Endowment Fund with us is a simple and efficient way to build an ongoing source of income for your charitable organization. We manage your fund so your staff and volunteers can focus on programs and activities that further your mission. When you establish an agency fund, we:

  • Facilitate planned giving discussions with donors.
  • Provide professional investment management.
  • Help arrange sophisticated gifts, such as appreciated stock, insurance, real estate and charitable gift annuities.
  • Provide online access to fund information.


4-H Youth Fund – Outagamie County
Advocap Self Sufficiency Fund
Alzheimer’s Association Fund
Appleton A Better Chance (ABC) Program Endowment Fund
Appleton Boychoir, Inc. Fund
Appleton West Athletic Booster Operating Fund
Apricity Fund
Attic Theatre Fund by Frances L. Burstein


Bethlehem Ev. Lutheran Church Facilities Improvement Fund
Bethlehem Evangelical Lutheran Church Endowment Fund
Big Brothers Big Sisters of the Fox Valley Region, Inc. Fund
Bletzinger Rehabilitation House Fund
Boys and Girls Club Fox Valley, Inc. Fund
Brewster Village Endowment Fund
The Building For Kids Endowment Fund


Cap Services Skills Enhancement Program Fund
Cap Services, Inc. Fund
CASA of the Fox Cities Endowment Fund
Child Care Resource & Referral Endowment Fund
Christ The Rock Community Church Fund
Christine Ann Domestic Abuse Services Fund
Neal Chudacoff-Valley Packaging Community Access Fund
Clarity Care Endowment Fund for Program Support
Community Blood Center Fund
Community Clothes Closet, Inc Fund
COTS, Inc. Endowment Fund
Covey, Inc. Fund


Dan Bongers Memorial Fund for Rebuilding Together-Fox Valley


Echoes Thrift Store Reserve Fund
Elisha D. Smith Public Library Endowment Fund
Elisha D. Smith Public Library Memorial Fund
Jan Erickson Memorial Scholarship Fund


Family Services of Northeast Wisconsin Fund
Feeding America Eastern Wisconsin Fund
First English Lutheran Church Endowment Fund
First English Lutheran Church Reserve Fund
Fox Cities Curling Fund
Fox Valley Family Practice Residency, Inc. Appleton Fund
Fox Valley Humane Association Endowment Fund
Fox Valley Literacy Council, Inc. Fund
Fox Valley Sailing School John R. Galloway Memorial Fund
Fox Valley Symphony Endowment Fund
Fox Valley Symphony Youth Orchestras Fund
Fox Valley Technical College Endowment Fund
– Appleton Library Endowment Fund
– Austin and Judy Boncher Appleton Library Endowment Fund
– Friends of Appleton Library FOCOL Fund
– Friends of Appleton Library Frank P. Young Scholarship Fund
– Friends of Appleton Library Mark Towsley Fund
– Sandra and Dr. Monroe Trout Appleton Library Endowment Fund
– John and Virginia McMahon FOAL Endowment Fund
– Connie and Peter Roop Appleton Public Library Endowment Fund
Friends of the Fox River Fund
Friends of Butterfly Gardens, Inc. Fund
Friends of Mosquito Hill, Inc. Educational Endowment Fund
Friends of Neuschafer Community Library General Fund
Friends of Neuschafer Community Library Reserve Fund
Friends of the New London Public Museum Endowment Fund
Friendship Place Endowment Fund
Friendship Place Reserve Fund
Sandra L. Fuller – Thern Homestead Fund
Future Neenah Endowment Fund


Girl Scouts of the Northwestern Great Lakes, Inc. Fund
Goodwill Industries of North Central WI Endowment Fund
Gordon Bubolz Nature Preserve General Endowment Fund


Greater Fox Cities Area Habitat for Humanity Fund I
Greater Fox Cities Area Habitat for Humanity Fund II
Harbor House Domestic Abuse Programs Endowment Fund
Harbor House Domestic Abuse Programs Long Term Fund
Harbor House Domestic Abuse Programs Reserve Fund
Hearing Loss Association of America-Fox Valley Chapter Fund
Hearthstone Endowment Fund
Heckrodt Wetland Reserve Education Fund
Hope Clinic & Care Center Fund
Houdini Fund


Juvenile Diabetes Research Foundation Fund


Kaukauna Alumni Foundation Endowment Fund
Kaukauna Public Library Special Projects and Programs Fund


Rochelle Lamm Building for Kids Fund
LEAVEN Administrative Endowment Fund
LEAVEN Administrative Endowment Fund II
LEAVEN Community Resource Center Endowment Fund
LEAVEN Endowment Fund
LEAVEN – Salmon Endowment Fund
Literacy Education Services Endowment Fund
Literacy Education Services, Inc. Reserve Fund
Lutheran Social Services Fund


Menominee Indian School District Eagles Scholarship Fund
Menominee Indian School District Scholarship Fund
Bergmann Benjamin Moore Charitable Fund
Kayla M. Murphy Memorial Scholarship Fund


– NAMI Fox Valley – Dan Evans Memorial Fund
– NAMI Fox Valley – Dick Germiat Memorial Fund
– NAMI Fox Valley – Leona Kleinhans Memorial Fund
– NAMI Fox Valley – Dr. Roger Mosher Memorial Fund
– NAMI Fox Valley – Lucille Orbison Memorial Fund
– NAMI Fox Valley – Sue Schouten Memorial Fund
– NAMI Fox Valley Endowment Fund
Neenah Historical Society Endowment Fund
Neenah-Menasha Emergency Society Fund
New Holstein Community Chest Fund I
New Holstein Community Chest Fund II
– Stanley J. Cottrill Scholarship Fund
– Thomas F. Fitzgerald Scholarship Fund
– Laurine I. Fitzgerald Scholarship Fund
– Jagoditsch Memorial Scholarship Fund
– Lincoln Alumni Scholarship Fund
– New London Area School District Scholarship Fund
– Lindsay Smith Scholarship Fund
– Laura Turner Memorial Life Science Scholarship Fund
New London FFA Fund
New London Heritage Historical Society Heritage Village Fund
Newlt Stroebe Island Preservation Fund
newVoices Fund


OCHS Grignon Family Collections Fund
OCHS Neils C. & Elizabeth Miller Directors’ Fund
OCHS Outagamie Museum Fund
Old Glory Honor Flight, Inc. Fund
Options for Independent Living Endowment Fund


Paper Industry International Hall of Fame Endowment Fund
Partnership Community Health Center, Inc. Fund
Pillars, Inc. Fund
Project Bridges Day Care Center & Preschool Fund


Rawhide Founders Endowment Fund


Samaritan Counseling Center of the Fox Valley Endowment Fund
Sexual Assault Survivor Fund
Seymour Community Museum Reserve Fund
Seymour Community Museum Sustainability Fund
William Siekman Junior Achievement Scholarship Fund
– SOAR Fox Cities Endowment Fund
– SOAR Fox Cities Inc. – Neenah-Menasha Founding Families Fund
– SOAR Fox Cities Reserve Fund
– SOAR Fox Cities Youth Fund
– David Adamovich Athletic Fund
– Deacon James and Helen K. Asmuth Scholarship Fund
– Helen “Sis” Balliet Memorial Fund
– Bassett & Thrivent Empowerment Through Education Fund
– Kathy Bates Athletics Fund
– Waltera Bekkers Memorial Scholarship Fund
– Berg Family Scholarship Fund
– Agnes. M. and John J. Biese Jr. Memorial Scholarship Fund
– Rocky Bleier Scholarship Fund
– John and Evelyn Blick Memorial Scholarship Fund
– Robert and Mary Bodoh XHS Music Fund
– Fritz and Peg Brei Memorial Scholarship Fund
– John, Mary, Alice & Elsa Breitenbach Scholarship Fund
– Edward & Margaret Brill Scholarship Fund
– Margaret J. Brill Memorial Scholarship Fund
– Merlin and Joan Brunner Scholarship Fund
– Catholic Club Scholarship Fund
– Torchy Clark Fund
– J. Joseph & Rosemary Cummings Memorial Scholarship Fund
– Dr. James Curry Memorial Scholarship Fund
– Ken & Marie Day/Hilda Kitzinger – Memorial Scholarship Fund
– Margaret De Jonge Memorial Scholarship Fund
– Lori Dolata Bultman Memorial Scholarship Fund
– Anna Donnermeyer Memorial Scholarship
– Herbert and Elva Dorn K-12 Support Fund
– Herbert and Elva Dorn K-8 Memorial Scholarship Fund
– Herbert and Elva Dorn Scholarship Fund
– Robert Sr. and Jacqueline Drexler Memorial Scholarship Fund
– Dr. Charles F. Dungar Memorial Scholarship Fund
– Expanding Opportunities Scholarship Fund
– Josephine Feavel Family Scholarship Fund
– Fine Arts Spark Fund, in honor of Elizabeth A. Wiltzius
– Thomas and Beulah Flanagan Scholarship Fund
– Fox Valley Health Professions Scholarship Fund
– Joseph & Marguerite Frahm Memorial Scholarship Fund
– Lawrence & Arlene Gage Scholarship Fund
– Jo (Perry) Gear Memorial Scholarship Fund
– Raymond P. Georgen Memorial Scholarship Fund
– Sena L. Gray Memorial Scholarship Fund
– Ivo and Mary Geurts Scholarship Fund
– Bob and Sue Hayes Family Scholarship Fund
– Mimi and Bill Hodgkiss Scholarship Fund
– Jude Hoffman and Lisa Kampf Memorial Scholarship Fund
– David L. Hussey Memorial Scholarship Fund
– Maureen Hussey Memorial Scholarship Fund
– Jeremy Janssen Memorial Fund
– Father Orville Janssen Memorial Scholarship Fund
– Joe & Jane Kaufman Scholarship Fund
– Klister/Livengood Scholarship Fund
 – Anne M. Konz Scholarship Fund
– Anna M. Leiterman Memorial Scholarship Fund
– Dr. Leo Mack Jr. Scholarship Fund
– Martin Family Endowed Fund
– Thomas Meehl Memorial Scholarship Fund
– Ralph and Ethel Moehring Scholarship Fund
– Nienhaus Scholarship Fund
– Father Michael K. O’Rourke Education Scholarship Fund
– Dennis Oudenhoven Memorial Scholarship Fund
– Edward & Loretta Pfefferle Memorial Fund
– John and Lynn Pfefferle Scholarship Fund
– Mike Pfefferle Memorial Fund
– Lawrence and Jeannette Piette Scholarship Fund
– The Qastin Family Fund
– Rudolph Family Scholarship Fund
– Peg and Bernard Rutten Scholarship Fund
– St. Mary’s School/Catholic Central Legacy Scholarship Fund
– David Stanek Xavier Theatre Fund
– William and Margery Stilp Scholarship Fund
– Joan M. Streck Memorial Scholarship Fund
– Steven P. Van Hoof Memorial Scholarship Fund
– Josephine and Dr. Francis Van Lieshout Scholarship Fund
– Van Schyndel Family Fund
– Opal & Elmer Vanden Boogaard Scholarship Fund
– “Arnie” Vanden Boomen Memorial Scholarship Fund
– Jeffrey Vanlieshout Scholarship Fund
– Voissem Family Scholarship Fund
– Marv & Jayne Voissem Scholarship Fund
– Eunice Vosters Family Memorial Scholarship Fund
– Brian and Catherine Wallace Family Scholarship Fund
– The Weiske Family Volunteer Scholarship Fund
– Paul & Judy Werner Scholarship Fund
– Bradley Williams Memorial Scholarship Fund
– Mary Williamson Memorial Scholarship Fund
– Gladys Wisnefski Memorial Scholarship Fund
– Worachek Family Entrepreneurism College Scholarship Fund
– Xavier Catholic Schools Capital Improvement Fund
– Xavier Catholic Schools Foundation Fund
– Xavier Catholic Schools General Scholarship Fund
– Xavier Catholic Schools Staff Development Endowment Fund
– Xavier Elementary Teacher Appreciation Fund
– Xavier High School General Operations Fund
– Xavier High School Memorial Scholarship Fund
– Xavier High School Teachers Fund
– Xavier Middle School Building Maintenance Fund
– Xavier Public Access Scholarship Fund
– Fr. John Zickert Memorial Scholarship Fund
– Gus & Helen Zuehlke Family Scholarship Fund
– The Reverend Donald M. Zuleger Scholarship Fund
St. Joseph Food Program, Inc. Endowment Fund
St. Joseph Food Program, Inc. Operational Fund
St. Joseph Food Program, Inc. Operational Fund II
St. Joseph Residence, Inc. Endowment Fund
St. Joseph Residence, Inc. Mission Fund
– St. Mary Catholic School Athletic Fund
– St. Mary Catholic Schools Emerging Educator Fund
– St. Mary Catholic Schools Fine Arts Fund
St. Norbert College – Fox Valley Student Scholarship Fund
St. Paul Elder Services Care Assurance Endowment Fund
St. Timothy Church Endowment Fund
Clarice Stake Endowment Fund


Town Of Clayton Community Trails Fund
Tri-County Community Dental Clinic Endowment Fund
Tri-County Community Dental Clinic Reserve Fund
The Trout Museum of Art Fund


United Community Services Fund
Unlock the Fox Fund


Valley Packaging Industries Endowment Fund
Villa Phoenix Fund
Volunteer Center of East Central Wisconsin Fund
Volunteer Fox Cities Future Fund


 – Waflt Distinguished Educator Fund
 – WAFLT Endowment Fund
 – Waflt Professional Development Scholarship Fund
 – Waflt Student Travel Scholarship Fund



Here To Help!

To establish a new agency fund:

For questions about your agency fund:

Michelle Lippart Hardwick
Director of Gift Planning
[email protected]

Kelly Randerson
[email protected]