by Georgina Tegart | Jan 26, 2024 | Professional Advisors
1. Personalized, Hands-On Support At a community foundation, you’re more than just an account number. You’re a partner in philanthropy. Local staff are dedicated to understanding your unique charitable interests and work closely with you to create a giving plan that...
by Laura giammattei | Jan 18, 2024 | Professional Advisors
The gifts Americans give to charity every year provide critical support for more than a million organizations that are helping sustain the quality of life in our communities. Philanthropy equates to 2% of GDP–that’s a little more than the home health care services...
by Laura giammattei | Jan 18, 2024 | Professional Advisors
If you’re not talking about charitable giving with your high net-worth clients, 2024 is the year to start doing it! Recent studies show that 85.1% of affluent households give to charity. Certainly many of your clients are among them. Take a few minutes this month to...
by Laura giammattei | Jan 18, 2024 | Professional Advisors
2023 was a busy year! We understand that charitable giving topics may not always be at the top of your reading list. That’s why we’re here! The team at the Community Foundation of Dunn County is committed to keeping you up-to-date on what you need to know....
by Laura giammattei | Jan 8, 2024 | News and Notes, Professional Advisors
The Community Foundation of Dunn County will be hosting its 4th annual Tasting for Professional Advisors event on Tuesday, February 20th at 6th Avenue Cidery in Menomonie. This year’s event is a Cider Tasting and will feature 6th Avenue Cidery’s very own...
by Laura giammattei | Sep 27, 2023 | Events, News and Notes, Professional Advisors
You’re invited! Please join us for our 18th Professional Advisors event on October 19th at the Eau Claire Golf & Country Club. Speaker Jonathan Raymon from Baird will cover various charitable giving strategies, how to help you achieve your philanthropic...
