View Advisor Impact Enews

Not on our Advisor and Estate Planner email list? You can view our most recent newsletter by clicking here. (Read More)

  True Story: Making the Gift of a Lifetime

Unique tax laws available in 2011 have created a spectacular environment for estate planning. Amazing things can be accomplished when you take the time to plan ahead. We can often learn from others example, so I would like to share a true story with you about a client who recently chose to make a significant difference in our community. (Read More)

  Case Study: Bequest makes big impact for Omro

At some point during their married lives, Charles and Margaret King decided part of their legacy would support the continuing education of Omro High School graduates. (Read More)

  Funding opportunity: Mobile Dental Clinic

The Oshkosh Area Community Foundation is offering a $100,000 matching grant to Tri-County Community Dental Clinic’s proposed Mobile Clinic. (Read More)

  News and Notes


Focus on Donors
Karlene Grabner has a new title, Director of Donor Services, and with the new title comes a shift in her job responsibilities. Karlene will work closely with donors and agencies as a steward for their philanthropic spirit and fund development. (Read More)

  Deadlines for year-end giving

Please keep the following dates in mind as you consider gifts to support charitable causes through the Oshkosh Area Community Foundation: (Read More)


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