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You donate to the Community Foundation using cash equivalents, check, or credit card.
Your gift creates or adds to a charitable fund at the Community Foundation.
The fund awards grants to charitable causes you recommend.
You donate stocks, bonds, or mutual funds.
The Community Foundation sells the securities and uses the money to create or add to a charitable fund.
The fund awards grants to charitable causes you recommend.
The Community Foundation is pleased to be of assistance in carrying out your charitable goals through a gift of publicly traded stock or other securities. To ensure that your stock gift is promptly and properly administered, please contact us prior to transferring the shares to let us know the stock name and number of shares to be transferred. You may provide this information to your regular staff contact or to any member of our Finance Department by calling 920.830.1290.
Please provide the following information to your broker so that he or she may direct your thoughtful gift to the Community Foundation’s account at Charles Schwab & Co.:
Account Name: Community Foundation for the Fox Valley Region, Inc.
Account Number: 4033-7502
DTC Number: 0164
Foundation Tax ID Number: 39-1548450
It is the Community Foundation’s policy to sell all shares upon receipt. The sale proceeds will be allocated to the charitable fund(s) or purpose(s) that you specify, and a formal acknowledgement of your gift (indicating the value of your gift for federal tax purposes) will be mailed to you. Thank you for your interest in using securities to support the charitable causes that have special meaning for you!
You donate real estate to the Community Foundation.
The Foundation sells the real estate and uses the money to create or add to a charitable fund.
The fund awards grants to charitable causes you recommend.
Community Real Estate and Personal Property Foundation
We rely on our affiliate, the Community Real Estate and Personal Property Foundation (CREPPF), to receive and manage real estate gifts. CREPPF’s Board of Directors is comprised of local experts in real estate, finance, valuation, law, accounting, and business.
You donate art, antiques, or collectibles to the Community Foundation.
The Community Foundation sells the property and uses the money to create or add to a charitable fund.
The fund awards grants to charitable causes you recommend.
Community Real Estate and Personal Property Foundation
We may rely on our affiliate, the Community Real Estate and Personal Property Foundation (CREPPF), to receive and manage your gift of personal property. CREPPF’s Board of Directors is comprised of local experts in real estate, finance, valuation, law, accounting, and business.
You donate an ownership interest in a business to the Community Foundation.
The Foundation sells the business interest and uses the money to add to or create a charitable fund.
The fund awards grants to charitable causes you recommend.
Community Real Estate and Personal Property Foundation
We may rely on our affiliate, the Community Real Estate and Personal Property Foundation (CREPPF), to receive and manage your gift of personal property. CREPPF’s Board of Directors is comprised of local experts in real estate, finance, valuation, law, accounting, and business.
You transfer assets from an IRA directly to the Community Foundation and may exclude that amount from gross income.
Your gift creates or adds to a charitable fund at the Community Foundation.
The fund awards grants to charitable causes you may designate.
Did you know you can make charitable gifts directly from your IRA? Gifts from IRAs are especially advantageous to donors over 70.5 years old, and are growing in popularity.
Check out this FACT SHEET about giving from your IRA.
Read: CARES Act includes charitable giving tax incentives
*(NOTE: The minimum age for qualified charitable distributions from an IRA is 70.5. as of January 1, 2020, the SECURE Act raises the minimum age for required minimum distributions from 70.5 to 72.)
You provide for a gift to the Community Foundation in your will or revocable trust.
After your lifetime, proceeds are used to add to or create a charitable fund.
The Foundation makes grants to charitable causes you selected.
You transfer cash or other assets to a trust that you establish.
The trust pays a percentage of its assets each year to you or a loved one.
When the trust term ends, the remaining assets are transferred to a charitable fund at the Community Foundation to support causes you selected.
You transfer cash or other assets to a trust that you establish.
The trust makes annual payments for a period of time to a charitable fund at the Community Foundation, to support causes you selected.
When the trust term ends, the remaining assets are transferred to loved ones, as you directed.
You transfer cash, securities, or other assets to the Community Foundation.
The Foundation pays a fixed amount each year to you and/or a loved one.
When the gift annuity term ends, the remaining assets are used to add to or create a charitable fund to support causes you selected.
You designate the Community Foundation as the beneficiary of your 401(k), IRA or other retirement account.
After your lifetime, the proceeds are used to add to or create a charitable fund.
The Foundation makes grants to charitable causes you selected.
You transfer a new or existing life insurance policy to the Community Foundation, or name us as a beneficiary.
After your lifetime, proceeds are used to add to or create a charitable fund.
The Foundation makes grants to charitable causes you selected.
You transfer your house or other asset to the Community Foundation but retain the right to use it for your life or the life of a loved one.
When the retained life estate ends, the asset is sold and the proceeds used to add to or create a charitable fund.
The Foundation makes grants to charitable causes you selected.
The Himebaugh Legacy Circle recognizes those who have made future plans for their favorite charitable causes through a bequest or similar deferred gift to the Foundation. It’s a way we can celebrate the impact you make on the people and projects that matter to you long after you are no longer here.
Our Friends of the Foundation Fund supports our mission and our annual operations. Gifts to this fund help us to effectively steward the charitable dollars that have been entrusted to us, to engage people and organizations in giving that sustains our community’s quality of life, and to provide thoughtful, creative leadership to address community needs.
Strengthening our Fox Valley Region now and for future generations, we partner with businesses, individuals and families, and private foundations to support their charitable giving goals. Learn how you can make your impact today.
Our Community Vision Fund seeks to fulfill community needs and advance well-being for all in Calumet, Outagamie, Shawano, and Waupaca and the Neenah-Menasha area of Winnebago counties. The fund combines dollars from generous donors, which enable us to accomplish much more together than we could alone.
From discovering your charitable vision and interests to involving family members, establishing your legacy and gaining new perspective on community needs, we are here to partner with and help you. Together, we can make every day a little brighter and strengthen our community for all.
Contact us if you need any assistance.
4455 W. Lawrence St.
Appleton, WI 54914
(920) 830-1290
Monday-Friday:
8:00am – 11:30am,
Noon – 4:00pm
Confirmed in compliance with national standards for U.S. community foundations.
