plan now to give later

When considering a planned gift, it’s not all or nothing. Even a portion of your estate can carry your generosity forward for generations to come.

By including a charitable gift in your estate plans, you can care for the people who matter most to you while also investing in the future of our region. Whether your passion is education, the arts, health, the environment, or community well-being, a planned gift ensures your values live on. 

let's partner for good

The Greater Green Bay Community Foundation works with you and your advisors to create a charitable plan that reflects your goals, honors your wishes, and creates meaningful impact.

Personalized Planning
Personalized Planning

We’ll create a personalized plan based on your values, goals, and the impact you hope to create.

Local Insight
Local Insight

With deep local knowledge, we can connect your giving to the needs and opportunities that matter most to you.

Trusted Collaboration
Trusted Collaboration

We work with your financial, legal, and tax advisors to align your charitable goals with smart strategies.

Maximum Impact
Maximum Impact

We manage resources wisely, keeping operating costs under 1% of total assets, so your generosity creates the greatest possible impact.

A fund for every giving goal

The way you choose to give is just as personal as the causes you support. Whether you want to invest in a specific organization, advance a cause that is meaningful to you, or provide flexibility for future community needs, we can help create a fund that reflects your vision and your values.

Designated Funds

Choose your favorite charities, church, or alma mater to receive annual support from a designated fund.

Field of Interest Funds

Establish a field of interest fund to support a specific cause area like the arts, human services, or the environment.

Collaborative Funds

Invest in a collective effort to make life better in our community.

Unrestricted Funds

Unrestricted gifts give us the flexibility to respond to the community’s evolving needs over time. They allow our team to assess current and emerging priorities and direct funding where it will have the greatest impact.

A gift that will grow

An endowed gift to the Community Foundation creates a lasting source of support for the causes you care about most. Your gift is invested, and a portion of the earnings is distributed each year according to the charitable goals you establish, making an impact today and for generations to come.

Over 20 years, an endowed gift of $100,000 will distribute $92,000 in grants and also grow to almost $150,000.*

*Based on projected income of 7% and an annual spend of 5%.

A gift that will grow

Simple ways to give forward

A charitable gift through your estate plan is simple to establish and meaningful in its impact. Here are two common ways individuals and families choose to give forward.

Beneficiary Designation

This option allows you to designate the Greater Green Bay Community Foundation as a full or partial beneficiary of your retirement, investment, or bank account, or your life insurance policy. This can often be accomplished by completing a simple form online.

A Gift in Your Will or Trust

With the help of an advisor, you can include a charitable gift to the Community Foundation in your will or trust. You outline how you want your gift to be used, and we will honor your intentions.

Information to provide your estate attorney

GGBCF Federal Tax ID: 39-1699966
Legal Name: Greater Green Bay Community Foundation
Address: 400 S. Washington St, Green Bay, WI 54301

Accepted Asset Types

We accept a wide range of assets. View a list of accepted asset types or call our Donor Relations team at 920-432-0800.

Your Legacy Lives On

“Ron and Pauline [Heim]’s gift to our community is very inspiring. It brings us so much joy when it arrives each December. And while the dollars are obviously important to our mission, our deepest joy comes from understanding the far-reaching and never-ending impact that Ron and Pauline’s legacy is having in so many areas of our community.”

-Marcus Reitz, Happily Ever After Animal Sanctuary

Your Legacy Lives On

Let’s connect 

We understand these are complicated long-term decisions and we want to ensure you have all the information necessary so you can feel confident your contributions will do the most good. Our team is here to talk at any point in your planning process.

Call us at 920-432-0800 or contact Annie or Maribeth directly.

Annie Dart

Vice President of Donor Relations & Communications

Maribeth Franken

Donor Services Manager

partnering for good

We make charitable giving simpler and smarter, go further and do greater good.

Explore more ways to give