Decide When to Give.
You can create your fund now, establish it in your will, or create it through a trust arrangement that benefits your family as well as charity. You may give in honor of an anniversary, in memory of a loved one, to celebrate a special event or to support a cause. Tax deductions are earned at the time of your gift, while grants awarded from your fund will continue into the future.
Decide What to Give.
Almost any kind of asset can be used to establish your fund, such as cash, publicly traded securities, closely held stock, real estate, life insurance, tangible personal property and private foundation assets. We can also discuss other options with you such as bequests, charitable remainder unitrusts, charitable remainder annuity trusts, charitable lead trusts, charitable gift annuities, life insurance or pension benefits.
Choose the Name for Your Fund.
Most of our funds are named for the donor, the donor’s family, or as a memorial to someone special. Every grant from the fund will reflect this name. If you prefer anonymity, a name that reflects your fund’s charitable purposes may be chosen.
Choose a Type of Fund.
The Community Foundation of South Central Wisconsin offers a variety of funds that are flexible to meet the charitable interests of different donors.