Giving Options for Your Clients

We know the first place donors turn when they start thinking about philanthropy is to their trusted professional advisors. 

As your resource, we are here to talk about the many ways we can customize giving solutions to meet your client’s philanthropic goals whether they want to give now or later.  

Here are some of our solutions: 

  • Cash isn't always the best way to fund charitable giving.  Consider all the options your clients have for making charitable contributions.
    Options for giving
  • We offer alternatives to private foundations with fewer costs, more privacy and better tax deductions. 

    Learn about supporting organizations  and donor advised funds

  • Help your clients plan now to give later, through their estate.  A fund at the community foundation allows your clients to make a lasting impact that will convey their values to future generations.  
    Create a legacy

Our Professional Advisor Committee 

We partner with local attorneys, financial planners, and accountants to help us better serve charitable individuals, businesses, and families in our community.  Meet the members of our dedicated professional advisor committee who help advance the mission of the Community Foundation: 

Craig T. Darling, CFP, CIMA
Director & Senior Investment Consultant
The GB Group at Baird

Ryan P. Laughlin, CPA, MST, JD
Wipfli, LLP

Jim Ledvina
Attorney/ Partner
Law Firm of Conway, Olejniczak & Jerry, S.C.

Tracy Stansbury Lemsky
Director of Private Banking
Associated Bank

Evan Lin
Attorney/ Managing Member
Lin Law LLC

Sue Porath
Financial Advisor
Northright Financial

Jason R. Wilke, MSPFP, CFP(R), CTFA
Senior Vice President, Director of Trust
Associated Bank

Jeanne Wolf
Owner/ Financial Advisor
Wolf Financial Services, LLC

Matt Zuengler
Attorney/ Partner
Hager, Dewick & Zuengler, S.C


Greater Green Bay Community Foundation

320 N. Broadway Street, Suite 260, Green Bay, WI 54303
P: (920) 432-0800   F: (920) 432-5577   Email Us

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Accredited Community Foundation