Donor Advised Giving

Donor-Advised Grantmaking Program

Wisconsin Community Fund's Donor-Advised Grantmaking Program complements our General Fund by providing services to donors.

Wisconsin Community Fund offers administrative support to donors who wish to make individual advised gifts of $250 or more, or to create a privately-advised fund of $2,000 or more.

What is a Donor-Advised Fund? Donor-Advised Funds allow individuals to donate a sum of money that will be held by Wisconsin Community Fund for a period of time. The donor can direct a grant or grants to be made from the fund to particular groups or areas of interest. The donor benefits from Wisconsin Community Fund's grantmaking and administrative expertise.

Is it easy to open a Donor-Advised Fund? Yes, you can do it one day. The minimum donation to open an account is $2,000 cash or stock equivalent. The minimum that can be awarded in a single grant is $250.

In order to support the work of our General Fund grantmaking program, a one-time, 10% fee will be deducted from each donation made to the donor-advised account. There is no annual fee.

All grants awarded through the Donor-Advised Program are subject to fmal approval by the Wisconsin Community Fund Board of Directors, Grants must be consistent with Wisconsin Community Fund's mission of supporting organizations working for democracy and social justice.

Among the benefits and options of the program are:

You can remain anonymous, if you wish, or establish a fund in your family's name.
You can make several gifts from a single cash or stock transfer.
You can receive expert advice about emerging issues and organizations and have access to applicant proposals in your interest areas. WCF can help you make the most of your giving dollars.
You can direct your funds to one or more organizations working locally or nationally on a particular issue in which you are interested.
You can specify a particular area of interest and leave the grantmaking decisions to WCF.
You can claim the gift as a tax deduction during the year WCF receives it, and allocate a series of grants at your convenience over a period of months or years.
You can make plans for future giving through a will or trust instrument.
You can provide a vehicle to involve your children or heirs in social change philanthropy, either through your will or during your lifetime.
You can liberate yourself from paperwork. WCF staff handles record-keeping and grant monitoring and maintains regular contact with grantees.

WCF charges an administrative fee for donor-advised services, usually 10 percent of the amount handled. The fee is waived if the donor contributes at least the equivalent of 10% of their donor- advised gift to the WCF General Fund during the same fiscal year.

The assets of your fund may be commingled with other funds for investment purposes, but are accounted for separately. Funds will be invested in accordance with WCF's Socially Responsible Investment criteria.

Please contact Wisconsin Community Fund if you have questions or would like more information about the Donor-Advised Grantmaking Program.


1202 Williamson St, Suite D Madison WI 53703 Tel: (608) 251-6834 FAX: (608) 251-6846 e-mail: info@wcfund.org
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