(920) 921-2215
1020 S. Main Street - Suite E Fond du Lac, WI 54935

Leave a Legacy

Planned giving through the Fond du Lac Area Foundation creates gifts that last well beyond your lifetime. You can be assured that:

  • Your gift will be carefully invested and administered.
  • Distributions will be made according to your intent.
  • Your family members can be involved in continuing your philanthropic traditions.
  • You may be able to accomplish all your charitable goals with a single gift.

Even if you can't make a gift today, you may be able to provide a generous gift in the future. Whether you make a bequest or create a comprehensive estate planning strategy, we can help you created a planned gift and that fits your interests and financial means.

Remembering the Fond du Lac Area Foundation in your will or estate plan offers many benefits. A charitable bequest may reduce your estate taxes, and will ensure your legacy lives on in our community, forever. The Fond du Lac Area Foundation accepts several types of gifts, including:

  • Charitable Bequest: Make a charitable gift from your estate, as noted in your will
  • Charitable Gift Annuity: Receive a steady stream of income in exchange for your charitable gift, and qualify for several tax advantages
  • Life Insurance: Name the Community Foundation as the primary, secondary or contingent beneficiary of a life insurance policy
  • Charitable Remainder Trust: Receive lifetime income for yourself and a loved one, and ensure future support for your favorite nonprofit
  • Charitable Lead Trust: Generate current support for your favorite charity and preserve future gifts to family, while minimizing gift and estate taxes

To read more about our legacy society, please see the attached brochure.

A PDF Guide to Will Wording: How Can I Establish a Charitable Fund Through My Will?