Resources

Advisor Resources

As a professional advisor, you play an important role in helping your clients achieve their charitable goals. Here are some charitable giving resources we thought might be of interest to you:

Transfer of Wealth in Winnebago County Study
Case For Endowments
Converting to a Roth IRA

Donor Resources

DonorCentral, an online portal for fund holders

DonorCentral is a web portal that gives you online access to your fund and grantmaking information, and enables you to recommend new grants anytime, anywhere. The following links will help you understand how DonorCentral is an important tool for today’s charitable giving. Please contact us with questions at 920-426-3993 or send an email to [email protected]

About DonorCentral
DonorCentral User Guide
DonorCentral FAQ
DonorCentral for your Smart Phone FAQ

If you have been a DonorCentral user prior to April 30, 2015, you might like to see some of the exciting changes that we have made to improve your online grantmaking experience. Download our guide Introducing the NEW DonorCentral.

Other Resources

You want to make the most out of your charitable contribution. Here are some charitable giving resources to help you make decisions about your donation:

Community Needs
Case For Endowments