WORKING WITH US
The Door County Community Foundation is here to help you as you help your clients make decisions about their charitable giving. We are available to answer your questions and your client's questions, and offer our guidance and expertise whenever it is requested.
Inquiries from attorneys, estate and financial planners, insurance professionals, trust officers, accountants, and other professional advisors are welcome and will be handled in confidence.
The Door County Community Foundation offers individual donors great flexibility, permanence, simplicity, tax savings and professional management and assistance.
Consultations
The Door County Community Foundation staff are availalbe to meet with you and your clients at any step of the estate planning process. We will work closely with you and your clients to select the giving vehicle which best meets their goals.
Ways to Give
Fund Agreements
We can prepare agreements for charitable funds, and can work with you and your clients to identify their charitable interests.
Investment Partner Program
This is a partnership between financial firms (trust companies, financial planners, brokers, etc.) and the Door County Community Foundation.
This partnership allows individual brokers and financial firms to bring clients to the DCCF and retain investment advisory responsibility for the charitable asset.
Call Bret Bicoy at 920-746-1786 or EMAIL for specific details.
Lifetime and Planned Giving Options
Please see the "Ways to Give" section section on this website and click on "How Can I Give" for information and descriptions of the many ways your client can make a gift to the Door County Community Foundation. These options include gifts during their lifetime as well as planned gifts.
Sample Gift Language
We can provide you and your clients with sample language for charitable gifts, fund agreements, bequests, and other planned gifts.
"Both client and advisor receive
tremendous value -- desires are
matched with opportunities and
needs. The Door County
Community Foundation is a
resource that every professional
must add to their tools."
Mark Jinkins
Attorney
Pinkert Law Firm LLP
