ADVISORS - PLAN A GIFT
Your clients look to you to create innovative, comprehensive plans that provide for their loved ones, minimize taxes and reflect their charitable interests. We accept a variety of gift types, whether your clients are ready to give now, or would prefer to give later through their will or estate plan.

Sample Language for a Bequest
to establish a Community Impact Fund


“I give to the Oshkosh Area Community Foundation, a Wisconsin nonprofit public charity, (insert the percentage of your estate, trust or sum of money) OR (all my right, title and interest in the following described property _____________). This gift shall be used to establish the ___________ Fund, a Community Impact Fund, and shall be invested and distributed at the sole discretion of the Oshkosh Area Community Foundation’s Board of Directors.”
(If you wish to name additional beneficiaries, please state them here.)
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