matching personal philanthropy with community needs
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