Professional Advisors

Giving Solutions for Your Client

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.

The Greater Green Bay Community Foundation manages more than $168 million in charitable assets and last year, almost $18 million was granted to qualified charities. Whether simplifying giving today or leaving a legacy for the future, our team helps create customized funds that are thoughtful and impactful.

Here’s what makes us

different

Committed to this Community

The choice to invest philanthropic dollars here has a ripple effect. We ensure our administrative fees are put to work in our community supporting collaborative initiatives and providing new ways for our community to understand and intersect with the changing needs. Give BIG Green Bay is just one example of how choosing to invest with us, turns into a community-wide opportunity.

Personal Service

Our team is available to provide in-depth knowledge of our community’s needs and resources to ensure your clients are maximizing their impact. We’re also here to answer questions and take care of the paperwork so donors can enjoy their giving.

Other Benefits to Partnering with Us

Flexible

We help our fundholders support local nonprofits, national causes, their alma maters, faith-based causes, and other favorite charities.

Maximum Tax Benefits

Donors receive an immediate tax deduction when making a gift to the Community Foundation and can plan the timing of their gifts to gain maximum tax advantages. In many cases, we offer higher tax deductions than private foundations.

Power in Numbers

Our fundholders have the opportunity to co-invest together to leverage their gifts and make a greater impact on the most urgent needs.

Low Administrative Fees

We provide administration and reporting, fund management, community connections, grantmaking expertise and granting opportunities, all for a fee of less than 1%*.
*fees related to donor advised funds.

ANNIE DART

Vice President of Donor Relations & Communications

Questions

Contact Annie Today

920.432.0800

We Understand Your Role

You are your clients’ trusted advisor, and we are here to support you. Our goal is to complement your work by helping you meet your clients’ philanthropic goals.

Creative

solutions

Customized giving solutions to meet your client’s charitable giving goals.
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 →

Stewarding Your

investment

We invest funds wisely, transparently, and prudently so they will be available for grantmaking now and for generations to come.

Learn more about our investment philosophy.

Donor Advised Investment Partner Program

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.

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:

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

Kristy Maney – SVP, Private Banking Director, Nicolet National Bank

Ryan P. Laughlin – CPA, MST, JD, Partner, Hawkins Ash CPAs, LLP

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

Evan Lin – Attorney/Managing Member, Lin Law LLC

Charity Olsen – Personal and Corporate Trust Manager, Associated Bank

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

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

Professional Advisor Resources

Professional advisors have access to Community Foundation’s resources.

Community research and reports, organizational assessments, knowledgeable staff, on-site giving topic presentations, and more are available.   If we can help or answer questions, please give us a call.

Other helpful resources: