Ways to give

 
The Community Foundation of Chippewa County provides a simple, effective, and highly personal approach to giving.  We offer a variety of tools to help you achieve your charitable goals.
You can make a gift of cash, stocks, bonds, real estate, or other assets to the Foundation. Most charitable gifts qualify for maximum tax advantage under federal law. For more information and ideas on ways to integrate your financial planning with charitable giving, ask your professional advisor or contact the Community Foundation of Chippewa County.
OUTRIGHT GIFT
You can make a gift of cash, stocks, bonds, real estate, or other assets to the Community Foundation of Chippewa County. Your charitable gift qualifies for tax advantage under federal law.
BEQUEST BY WILL
You can designate a gift or portion of your estate to the Community Foundation of Chippewa County and, in some cases, receive a substantial reduction in federal gift and estate taxes.
CHARITABLE GIFT ANNUITY
You can place cash or property in a trust that pays annual income to you (or another named beneficiary) for life. After your death, the remainder of the trust transfers to the Community Foundation of Chippewa County and is placed into a charitable fund you have selected. You receive income tax benefits the year you establish your trust.
CHARITABLE LEAD TRUST
You can place cash or property into a trust that pays a fixed amount to the Community Foundation of Chippewa County for the number of years you select. Once this period ends, the assets held by the trust are transferred to the beneficiaries you name. In some cases, you receive a substantial reduction in federal gift and estate taxes.
starting a fund
The Community Foundation of Chippewa County offers a highly personal approach to giving.
We will work with you, and if appropriate, your professional advisor, to customize a charitable plan that is right for you.
To discuss your charitable interests and various options available through the Community Foundation of Chippewa County and/or to review a copy of our gift acceptance policies, you may contact the Foundation office at (715) 723-8125 to schedule an appointment.
making a contribution
GIFT TO AN EXISTING FUND
You may designate your gift to one of our existing funds
MEMORIAL OR HONORARY GIFT
Gifts can be made in memory or in honor of loved ones in any of our existing categories or you may establish a named fund
ONLINE GIFT
Use the donate button to make 
your secure credit card or 
PayPal gift
ACCOUNTABILITY
The Community Foundation of Chippewa County is accountable to the communities we serve and is pleased to make available its governing documents, conflict of interest policies, confidentiality policy (donor privacy) and the most recent copies of our audited financial statements and IRS Form 990s.
To view these during business hours, please contact the Foundation office.
INVESTMENTS
The Board of Directors and its Finance & Investment Committee are responsible for managing the investment process in a prudent manner with specific regard to preserving principal and providing reasonable returns. In carrying out these duties, the Board of Directors has retained Orgel Wealth Management to manage the assets of the portfolio. The role of Orgel Wealth Management is to provide guidance to the Board on matters pertaining to the investments of portfolio assets, including investment policy, investment selection, monitoring and ensuring portfolio performance and compliance with the investment policy statement.
All decisions pertaining to the investment policy statement and guidelines for the policy’s implementation are made by the Board of Directors.

operating in compliance with the national standards for U.S. Community Foundations

Community Foundation of Chippewa County
404 ½ N Bridge Street | PO Box 153
Chippewa Falls, WI 54729

715.723.8125

email info@yourlegacyforever.org

Jill Herriges | Executive Director
Email jill@yourlegacyforever.org

Christine Dusick | Fund Accounting Manager
Email chris@yourlegacyforever.org

Jill Herriges | Executive Director
Email jill@yourlegacyforever.org

Christine Dusick |  Fund Accounting Manager
Email chris@yourlegacyforever.org

operating in compliance with the national standards for U.S. Community Foundations