Professional Advisors
Giving Solutions for Your Client
Partnering for good
Think of us as your local giving experts. When your clients want to give back to the community, we are here to ensure they can support the causes they care about, with a tax-wise investment.
Choosing to work with a local organization has local benefits. We provide insights and share knowledge about what’s needed here, so together we can make our community better and stronger for the future.
Whether your client prefers to be all-in or hands off, we will tailor our services to their desired level of involvement. We’ll also take care of the paperwork so they can simply enjoy giving.
We steward your client’s charitable legacy. Whether a client is looking to support faith-based causes, their alma maters, or specific causes, we will create a personalized a giving plan based on their values and community relationships.
As a nonprofit, we reinvest our administrative fees to address local issues and make life better. When your client invests here, instead of with a national provider, their fees are reinvested in creating programs like Give BIG Green Bay to generate a positive impact across our community.
Paths to impact
Whether your client wants to simplify their giving today or leave a legacy for the future, our team helps find the best path for thoughtful and impactful investments in our community.
More Ways to Give
Choose your favorite charities, church, or alma mater to receive annual support from a designated fund.
Establish a field of interest fund to support a specific cause area like the arts, human services, or the environment.
Help grow the Women’s Fund of Greater Green Bay’s endowment to support local initiatives to empower women and inspire girls.
Support the education endeavors of local students with a scholarship fund.
Information about opening a fund
We accept a wide range of assets to fund your charitable giving strategy.
If you are age 70½ or older, you can make a Qualified Charitable Distribution (QCD) up to $108,000 per person annually to a variety of non-advised funds at the Community Foundation, including our collective funds, tax-free. QCDs are not taxable income and can potentially satisfy some or all of your annual required minimum distribution (RMD).
Information provided is not intended to be tax advice. Donors should consult their tax advisors for more information.
Sharing Our Expertise
Our team is always willing to present and share more information with your team. We can present on a range of giving topics, including: community needs and collaborative solutions, impact investing, trends in philanthropy, alternatives to private foundations, and more. If there’s a topic you are interested in learning more about, call us at 920-432-0800 or email Annie Dart.
We invest funds wisely, transparently, and prudently so they will be available for grantmaking now and for generations to come.
The Greater Green Bay Community Foundation is proud to partner with the Estate Planning Council of Northeast Wisconsin (EPCNW), advancing our shared commitment to building a stronger, more connected philanthropic community.
Our investment partners program enables donors to maintain existing investment relationships while benefiting from our community knowledge and philanthropic expertise.
Each participating investment firm is set up as a separate investment pool, and the management of these funds is governed by our investment policy statement. Investment fees are paid by participants and the Community Foundation handles the administrative tasks.
We offer alternatives to private foundations with fewer costs, more privacy, and better tax deductions.
Compare the costs of donor advised funds and supporting organizations to private foundations.
View a sample donor advised fund contract.
View our guidelines and policies for donor advised funds.
Our Professional Advisors Committee
We partner with local attorneys, financial planners, and accountants to help us better serve charitable individuals, families, and businesses in our community. Meet the members of our dedicated professional advisor committee who help advance the mission of the Community Foundation:
CFP, CIMA, Director & Senior Investment Consultant, The GB Group at Baird
Attorney, Hager, Dewick & Zuengler, S.C.
SVP, Private Banking Director, Nicolet National Bank
CPA, MST, JD, Partner, Hawkins Ash CPAs, LLP
Attorney/Partner, Law Firm of Conway, Olejniczak & Jerry, S.C.
Attorney/Managing Member, Lin Law LLC
Personal and Corporate Trust Manager, Associated Bank
CFP, CPWA, Director, Family Wealth Advisor, The GB Group at Baird
MSPFP, CFP(R), CTFA – Senior Vice President – Financial Advisor, Ascent Private Wealth Group
Attorney/ Partner, Hager, Dewick & Zuengler, S.C
Let's Connect
Have questions? Call us at 920-432-0800 or email Annie or Maribeth.
We’re Here to Help
Learn more about our services by emailing us or call 920-432-0800.