Ways to Give

You can make a gift of cash, stocks, bonds, real estate, or other assets to the Foundation. Most charitable gifts qualify for maximum tax advantage under federal law. For more information and ideas on ways to integrate your financial planning with charitable giving, ask your professional advisor or contact the Community Foundation of Chippewa County.

Online Gift

Click below to make your secure credit card gift. When making an online donation, please be sure to fill out all information fields and specify which fund will benefit from your charitable donation.

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Outright Gift

You can make a gift of cash, stocks, bonds, real estate, or other assets to the Community Foundation of Chippewa County. Your charitable gift qualifies for tax advantage under federal law. Gifts can be made to any of our existing funds in memory or honor of loved ones.

Types of Funds

Bequest by Will

You can designate a gift or portion of your estate to the Community Foundation of Chippewa County and, in some cases, receive a substantial reduction in federal gift and estate taxes.

Charitable Remainder Trust

You can place cash, securities, or property in a trust that pays annual income to you (or another named beneficiary) for life. After your death, the remainder of the trust transfers to the Community Foundation of Chippewa County and is placed into a charitable fund you have selected. You receive income tax benefits the year you establish your trust.

Charitable Lead Trust

You can place cash, securities, or property into a trust that pays a fixed amount to the Community Foundation of Chippewa County for the number of years you select. Once this period ends, the assets held by the trust are transferred to the beneficiaries you name. In some cases, you receive a substantial reduction in federal gift and estate taxes.

Retirement Funds, IRAs & Life Insurance Policies

You can make the Community Foundation of Chippewa County a full or partial beneficiary of your life insurance policy or retirement account. This is an easy way to make a legacy gift without modifying your will. Upon your death, your gift is placed into a charitable fund of your choosing.

Accountability & Investments

Accountability

The Community Foundation of Chippewa County is accountable to the communities we serve and is pleased to make available its governing documents, conflict of interest policies, confidentiality policy (donor privacy) and the most recent copies of our audited financial statements and IRS Form 990s. Copies of our IRS Form 990 are also available online at www.guidestar.org. Please contact the Foundation office if you would like to view these documents.

Investments

The Board of Directors and its Finance & Investment Committee are responsible for managing the investment process in a prudent manner with specific regard to preserving principal and providing reasonable returns. In carrying out these duties, the Board of Directors has retained Orgel Wealth Management to manage the assets of the portfolio. The role of Orgel Wealth Management is to provide guidance to the Board on matters pertaining to the investments of portfolio assets, including investment policy, investment selection, monitoring and ensuring portfolio performance and compliance with the investment policy statement.

All decisions pertaining to the investment policy statement and guidelines for the policy's implementation are made by the Board of Directors.

Giving

Give now to an existing fund, give now to endow, or plan your charitable goals.We have been entrusted for over 20 years to build and manage charitable funds that directly benefit the people and services of Chippewa County according to our donor's wishes.