A Quick Resource Guide
to help you with your clients
The Community Foundation of Southern Wisconsin invites attorneys, estate planners, accountants, insurance professionals, trust officers, and consultants in the financial service sector to use this handbook to guide their clients in considering the intrinsic values of charitable gifts, their material advantages, and the intangible benefits to donors and their successive generations.
Your inquiries are always kept confidential, just as our anonymous donors’ identities are protected. Please call 608-758-0883 or send email correspondence to info@cfsw.org.
The Community Foundation of Southern Wisconsin plays a unique role in our eight county service area. We exist not only to encourage community-based philanthropy, but also to maximize endowed charitable investments of our donors. Each year the Community Foundation builds on the endowment growth from the previous year and each year the Community Foundation's capacity to grant increases.
With the assistance of a number of investment managers, our investment committee has created a highly diversified and sound long-term investment approach.
INVESTMENT MANAGERS
Amcore Bank & Trust
JP Morgan
Johnson Trust
M&I Trust & Investment Management
Union Bank & Trust
US Bank
Wisconsin Community Bank
The finances of the Community Foundation of Southern Wisconsin are managed according to the Financial Accounting Standards Board (FASB) for not-for-profit organizations. Our fiscal year begins July 1. A complete set of audited financial statements, prepared by Virchow Krause & Co. LLP is available upon request.
