Partnering with Professional Advisors
Strengthening your client relationships and helping them achieve their charitable goals.
NEW: Investment Partners Program
Learn how you and your clients can partner with us to benefit from our local services and community knowledge! More here.
Watch and Learn
We have a series of new videos about what our community foundation is, and what we do! You can view all of them on our Media Resources page and share them with your clients, including Charitable giving, Retirement, Ways to Give, IRA Charitable Rollover, and Your Legacy.
Start here:
Your Community Foundation
is here to support you
You play an important role in helping your clients on their philanthropic journey. We consider you our valued partners in philanthropic giving!
Click on this Community Foundation information guide → → →
to help you understand what we do, and to help you inspire your clients as they begin their journeys toward playing an integral role in making our community a better place for all.
Together, we make a big difference, and ensure that your clients’ gifts last forever so that our community will always flourish.
We’re here to help you tailor a gift or a charitable fund
to your clients’ unique interest and goals!
Your Community Foundation helps you:
Charitable giving plans that fit your clients’ values, beliefs and goals!
Flexible charitable funds from a variety of options!
Our team of experts about the latest needs of nonprofits!
Personal service from our dedicated staff!
Educational and networking opportunities for you, your colleagues and your clients!
Subscribe to our Monthly E-Newsletter for Professional Advisors
Stories from Professional Advisors like you:
See more advisor videos in our Professional Advisors Video Library.
Office Phone
Address
4455 W. Lawrence St
Appleton, WI 54914
map it
Office Hours
8:00am - 4:00pm
and by appointment
Confirmed in compliance with national standards for U.S. community foundations.