Make your charitable contributions count by working with an advisor.

RETIREES— USE YOUR IRA AS A TAX-FREE WAY TO HELP OUR COMMUNITY

If you are a retiree, here is information that may be valuable to you. Tax laws are changing in the future. But you still have a chance to take advantage of the charitable IRA legislation, but only until Dec. 31, 2011.
View the brochure. Read the article.

ESTABLISH A CHARITABLE LEGACY

"Lois and I have seen firsthand
the impact that the Eau Claire
Community Foundation has had in
our community. The Foundation's
grants have had a great impact on
local charities and helped so many
of our non-profit organizations to
fulfill their mission to our community.
Eau Claire has been our home for
many years and we want to see the
Foundation continue to make this
important impact on our community.
We are very proud to share the
funds we currently have and we
have included the Eau Claire
Community Foundation as part
of our estate plan."
~Jack Postlewaite

Jack and Lori Postlewaite

RESOURCES FOR ADVISORS

We would like to support each of our advisors by providing them with resources and information that may help better assist in the advising process.
  • View the Impact of December 2010 Tax Law
    Changes on Charitable Giving.
  • Read a letter to all professional advisors.
  • View the Professional Advisor's Handbook.
  • Learn more about contributions using
    Roth IRA conversion.
  • Discuss the benefits and best strategies
    of giving a life insurance gift.
  • Learn more about how easy it is to
   designate a charitable beneficiary.

Initiating a discussion with your professional advisor about your philanthropic
interests is an important step in financial planning. Professional advisors play
an important role in philanthropy when providing complete financial planning
and professional advice. For a host of reasons, professional advisors may
assist clients with their charitable giving. For example:

Many clients are already in the habit of supporting charity, so incorporating
charity into the planning process is a natural reflection of most clients' existing
habits and values.

For clients with substantial estates, minimizing or eliminating estate taxes is
  difficult to do without some charitable planning. Regardless of the status of the
  estate tax, charitable planning offers tax advantages in many other situations,
  such as the sale of highly appreciated stock, business succession planning,
  income tax planning, and dispositions of retirement accounts on death.

Philanthropy can help resolve many personal issues that are deeply important to
clients. And many professional advisors find that assisting clients in this area is
personally rewarding as well, because they struggle with the same issues.

The Eau Claire Community Foundation is a public charity. We do not promote just one charitable cause, but many. Our mission is to build and hold a permanent and growing endowment and other charitable funds to provide for the community's changing needs. Through this unique mission, the Foundation can help you achieve goals in ways not available through other organizations.

How to Leave a Bequest to the
Eau Claire Community Foundation

The Eau Claire Community Foundation will be happy to assist you and your attorney to design and implement an estate plan tailored to your wishes.

A bequest allows the donor to leave the Eau Claire Community Foundation a specific dollar amount, a percentage of his or her estate, or a conditional bequest. It is the easiest and most popular way for donors to make a future commitment.

Specific Bequests— "I give and bequeath $_____ to the Eau Claire Community Foundation, 306 South Barstow Street, Suite 104, Eau Claire, WI 54701, a State of Wisconsin Corporation, to support its giving purposes."

Percentage Bequests— "I give and bequeath ___% of my residual estate to the Eau Claire Community Foundation, 306 South Barstow Street, Suite 104, Eau Claire, WI 54701, a State of Wisconsin Corporation, to support its giving purposes."

Restricted Bequests— "I give to the Eau Claire Community Foundation, 306 South Barstow Street, Suite 104, Eau Claire, WI 54701, a State of Wisconsin Corporation, the sum of (or property herein described), to be used for ______ purposes. At any time, however, in the event the original purpose of the gift no longer exists as determined by the board of directors, the board shall re-direct the proceeds of this gift to another purpose as determined by the board."

Honorariums and Memorials— To remember a loved one with a memorial or honor someone with an honorarium to the Eau Claire Community Foundation, please contact the Foundation at (715) 552-3801 for assistance.

Assistance— The Eau Claire Community Foundation will make every effort to assist you in determining a giving plan that benefits both you and the Eau Claire Community. Should you designate a deferred gift to the Eau Claire Community Foundation, you will be recognized within our Legacy Society. Please feel free to contact Sue Bornick, Executive Director, at (715) 552-3801 for assistance.

We recommend anyone using these materials to always retain the services of legal, accounting, tax and other professional advisors to assist you in your estate and financial planning.

NOTE: The information contained above is not legal advice.
For legal advice, please consult your attorney.
View a printable version of this information.

The Legacy Society of the Eau Claire Community Foundation recognizes individuals and families who have made provision for a gift to the Foundation in their estate plan. Membership is granted by written, non-binding confirmation of your deferred gift arrangements.
Submit your statement of donor intent today.

Public Charity Advisor Program

The purpose of the Public Charity Advisors (PCA) program, is to have available to public charities, professional advisors in the fields of accounting, tax, law and finance who will be willing, without charge, to assist public charities in single issue matters. It is anticipated that the request for assistance would be for free services for single issues matters that can be taken care of by the professional advisor in a matter of a few hours.

All requests for professional advisors services by non-profit organizations must be made in writing through the Foundation. The Foundation will screen such requests to assure that they fall within the parameters of the program and will attempt to acquire professional advisors from its PCA participants.

View a list of criteria under which the Public Charity Advisor program was established.
View more information for professional advisors about getting involved in the Public Charity Advisor program.
View more information for non-profit organizations who would like to request to participate in the Public Charity Advisor program.