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Professional Advisors Toolkit
Helping your clients give
Download Central
We’ve created a convenient toolkit, designed to help you find the information you need to guide your clients along their philanthropic journey.
Resources:
Advisors E-News
Types of Charitable Funds
Investment Partners Program
Upcoming Events
Advisor FAQs
Types of Giving:
Giving Now
Giving Later
Legacy Recognition:
Himebaugh Legacy Circle
Advisor Toolkit:
Support for Charitable Causes
Download Central
Start a Fund
Office Phone
Address
4455 W. Lawrence St
Appleton, WI 54914
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Office Hours
8:00am - 4:00pm
and by appointment
Confirmed in compliance with national standards for U.S. community foundations.