Professional Advisors

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

Please see the "Ways to Give" section on this website and click on "How Can I Create a Fund" for information and descriptions of the fund options availalbe through DCCF.

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.

Return to Top

Grow a new branch

on your family tree.

When most people sit down to think about their wills, they think of their immediate families. What if you included your community among your heirs?

Consider a charitable investment of 5$, 10% or more in your will or estate plan. Your gift can improve the quality of life and help the community grow. Share your ideas with your family and your attorney. For conversation starting tips, visit www.WisconsinGives.org or call (877) 783-6786.