A quick resource guide to help
your clients with charitable giving
The
Community Foundation of Southern Wisconsin invites attorneys, estate
planners, accountants, insurance professionals, trust officers, and
consultants in the financial service sector to use this HANDBOOK to
guide their clients in considering the intrinsic values of charitable
gifts, their material advantages, and the intangible benefits to donors
and their successive generations.
Your
inquiries are always kept confidential, just as our anonymous donors’
identities are protected. Please call 608-758-0883 or send email
correspondence to info@cfsw.org.
Community, Advised, Field of Interest, Scholarship, Agency, Designated, Legacy, and Supporting Organizations
Outright, Life Insurance, Lead Trusts, Qualified Retirement Plan, IRA, Real Estate
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