Donor Information

Ways of Giving

Cash
Direct gifts of cash (or checks) are a convenient way to establish a fund.

Securities
Stock can be donated to and sold in the Foundation's name. The donor is allowed the full value as a charitable income tax deduction, but pays no capital gains taxes on the sale of the stock.

Personal Property or Real Estate
Personal property or real-estate can be donated in the same manner and tax advantages as securities.

Will Bequests
When making a will, and after providing for loved ones, you may also make a gift to the Fond du Lac Area Foundation. Your gift may be a specified amount, a percentage of your estate or specific assets.

Life Insurance
You may designate the Fond du Lac Area Foundation as the owner and beneficiary of a new or existing life insurance policy. Insurance premiums paid by the donor are deductible as a charitable contribution.

Charitable Remainder Trusts
You may transfer assets to a Charitable Remainder Trust. This trust provides for payment of a fixed income to you, a spouse, a disabled person or other loved ones. This trust enables the donor to provide a lifetime personal income and income for beneficiaries for a specified period or death of the last heir. The assets are then transferred to your fund in the Fond du Lac Area Foundation.

Charitable Lead Trust
You can name the Foundation as beneficiary of income from a trust for a specific number of years. This trust provides for payment of a fixed income to the Fond du Lac Area Foundation for a specified period or death of the last heir. At that time, the corpus (the remaining money) in the trust goes to the named beneficiaries, such as children or grandchildren.

Private Foundation Transfer
A private foundation can efficiently and cost-effectively transfer all or some assets to the Fond du Lac Area Foundation, yet retain the private foundation's name and purpose. Such transfers offer tax advantages, flexibility, administrative savings, quarterly reports and automatic annual audits.

Fond du Lac Area Foundation

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