Donor Resources

Example Forms and Instructions for Donation of certain assets to the Clark County Community Foundation Always consult your Financial Advisors when considering an Asset Donation to the Foundation
Last Updated: 08/13/2020  Clark County Community Foundation, Inc. 301 N. Main Street   PO Box 116 Loyal, WI  54446-0116  Ph:     715-937-6167 E:       information@clarkccf.org Web:  www.clarkccf.org  © 2014-2020 - Clark County Community Foundation, Inc.  All rights reserved    EIN:  46-4242715 WI Charitable Organization  # 15617-800 Always consult your financial advisers, as well as the Foundation,  if you are considering making a donation of any of the type of   assets listed above.

Resources for Donors and their Financial Advisors

Before making a substantial gift to the CCCF, consider the following actions listed below: Speak with your financial advisor(s) about any potential gifts. o Does this gift match your charitable giving goals / estate plan? o What tax implications should you be aware of regarding any gift made? Consider including family members in the decision making process. o Including family members in your charitable giving plans - can provide a opportunity to discuss other family financial matters; and o Can help create the next generation of family philanthropists! Make sure you understand the terms of any Fund Agreement you create with the CCCF. o The name of the fund created; o The amount of your initial gift to the fund and if additional gifts can / should be made, and by whom; o How and when disbursements will occur; and o How grantees will be selected (if applicable).
All gifts to the Foundation are accepted under the following conditions: Gifts fall within the broad charitable purposes for which the Foundation was organized; Gifts are of a nature that, once appraised, will not place the existing assets of the Foundation at risk; Gifts that once accepted, can easily be converted into a type of asset that is described in the Foundations Statement of Investment Policy; Gifts that ensure that the Foundation is willing and able to administer the terms of the gift in accordance with the Donor’s wishes, and; Any Gift of Real Estate will be further evaluated in accordance with the Foundation’s Guidelines for Acceptance of Real Property Gifts.