Download Materials for You or Your Clients
Resources for use with your clients.
Please feel free to download and/or print out these informational sheets for your personal use – or if you’re a professional wealth advisor – for use with your clients. If you’d like a supply of hard copies sent to you, please don’t hesitate to contact us and ask.
Guide to Endowments at the Door County Community Foundation
This annual Guide is incorporated into the Philanthropy Issue of Door County Living. Copies are available on racks and news stands all over the County – read it using our online reader, or download a copy for yourself. It’s a wonderful introduction to giving in Door County and to the Community Foundation.
We’re also happy to send a healthy supply to attorneys, accountants, investment advisors, and trust officers to keep in your office. Just drop us a note and we’ll be glad to deliver a stack to you.
Here are some other materials that you might also find useful:
For more information and ideas on ways your clients can integrate their financial planning with charitable giving, please don’t hesitate to contact the Door County Community Foundation.
Every effort has been made to ensure accuracy of the information provided. However, it is not a substitute for expert legal, tax or other professional counsel and we strongly encourage donors to work with their professional advisors before making any decision. This information may not be relied upon for the purposes of avoiding any penalties that may be imposed under the Internal Revenue Code.