(920) 921-2215Fax: (920) 921-1036
384 N. Main Street - Suite 4Fond du Lac, WI 54935

Professional Advisors

What We Offer

When your clients are ready to streamline their charitable giving or plan their legacy, you can trust the Fond du Lac Area Foundation to help you find a solution that meets their charitable needs and financial goals.  Since 1975, the Fond du Lac Area Foundation has been helping people achieve their charitable dreams.

By giving through the Fond du Lac Area Foundation your clients join a community of local donors and benefit from over 35 years of charitable giving expertise.  In addition:

  • Gifts to the Fond du Lac Area Foundation generate the maximum tax advantages under state and federal law
  • Our personalized service is tailored to each individual's philanthropic and financial objectives
  • We accept a wide variety of assets, from cash, securities, closely held stock, property, real estate, life insurance, charitable remainder trusts, charitable lead trusts, and even private foundation transfers.
  • With a deep rooted local staff, our professional staff knows the local needs and the local non profits.
  • The Foundation continues to create positive change in the community....now and forever.

Creating Greater Possibilities Together

For more information or to schedule a presentation at your firm, contact Sandi Roehrig at (920) 921-2215 or sandi@fdlareafoundation.com