Estate and financial planners, along with other professional advisors, are often faced with a delicate dilemma: you want to discuss the many benefits of charitable giving with your clients, but you want to avoid recommending specific charitable causes and nonprofits.
The Walker Area Community Foundation is a trusted vehicle your clients can use to address the issues they care about the most, while gaining the maximum tax benefit under state and federal laws. You can feel confident, the Foundation will always support a variety of organizations including Arts and Humanities, Children & Youth, Education, Elder Care, the Environment, Health, Recreation and Social Welfare, because our donors care about these very different issues.
We offer a variety of giving options as well, including the ability to set up a charitable fund in your client’s name. It is just one way we can help you help your clients achieve their charitable goals.
We hope you will talk to your clients about giving through the Walker Area Community Foundation and contact us with any questions.
Executive Vice President
Chief Financial Officer
Let's Start a Conversation
Together, we can create a strategic plan for your charitable giving.