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.
Local Knowledge
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.
Personal Service
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.
Values-based Solutions
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.
Reinvesting in our Community
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.
Donor Advised Funds
Donor-advised funds are a flexible giving tool that can be created by individuals, families, and businesses to support the causes they care about.
Collaborative Funds
Collaborative funds leverage the power of collective giving to make a greater impact.
Planned Gifts
Including the Community Foundation in your estate plan is a way for you to ensure that good grows here for generations to come.
Donor Advised Funds
Donor-advised funds are a flexible giving tool that can be created by individuals, families, and businesses to support the causes they care about.
Collaborative Funds
Collaborative funds leverage the power of collective giving to make a greater impact.
Planned Gifts
Including the Community Foundation in your estate plan is a way for you to ensure that good grows here for generations to come.
More Ways to Give:
Information about opening a fund:
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.
Helpful resources:
Let’s
connect
Have questions? Call us at 920-432-0800 or email Annie, Maribeth, or Jon.
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
Bridget Erwin – Attorney, Hager, Dewick & Zuengler, S.C.
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
Jeffrey E. Puissant – CFP, CPWA, Director, Family Wealth Advisor, The GB Group at Baird
Jason R. Wilke – MSPFP, CFP(R), CTFA – Senior Vice President, Director of Trust, Associated Bank
Matt Zuengler – Attorney/ Partner, Hager, Dewick & Zuengler, S.C
