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Thinking about starting a fund?

When to create a fund:

Create a fund now with as little as $1000, establish a fund in your will, or create it through a trust arrangement that benefits your family as well as the charity.

Ways to give to the Foundation:

Cash, public stock, closely-held stock, bonds, real estate, retirement plan assets, life insurance or other assets are the most common ways to establish a fund.

Deferred gifts, also called planned gifts, are also welcome. Usually such gifts are part of one’s estate planning process. There are many knowledgeable area professional advisors who can help explain these common gift vehicles to you:

  • Bequests, or a codicil, through your will
  • Life insurance cash value
  • Life insurance death benefit
  • Annuities
  • Charitable remainder trusts
  • Charitable lead trusts

Getting Started & Fees

[vcex_button url=”https://www.waukeshafoundation.org/wp-content/uploads/2017/02/CreateAFund.pdf” style=”flat” layout=”expanded” align=”center” size=”large” color=”orange”]How to Create a Charitable Fund[/vcex_button]
[vcex_button url=”https://www.waukeshafoundation.org/wp-content/uploads/2017/03/SOIF_less500K_2017.doc” style=”flat” layout=”expanded” align=”center” size=”large” color=”orange”]Statement of Intent Form under $500,000[/vcex_button]
[vcex_button url=”https://www.waukeshafoundation.org/wp-content/uploads/2017/03/SOIF_over500K_2017.doc” style=”flat” layout=”expanded” align=”center” size=”large” color=”orange”]Statement of Intent Form over $500,000 [/vcex_button]
[vcex_button url=”https://www.waukeshafoundation.org/wp-content/uploads/2017/03/WCCF_Funds_2017-Fee-Structure.pdf” style=”flat” layout=”expanded” align=”center” size=”large” color=”orange”]Fees[/vcex_button]

Waukesha County Community Foundation
2727 N. Grandview Blvd., Suite 301
Waukesha, WI 53188
262-513-1861

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