What and How to Give

What to Give

The Fort Atkinson Community Foundation can accept a variety of gifts all with tax advantages to you.  Consult your attorney, tax advisor, or financial professional for more information about any of these options.  

Cash gifts:   Checks may simply be made payable to the Fort Atkinson Community Foundation with a notation for a special fund if desired. Such gifts are tax-deductible.

Appreciated Securities:  Gifts of marketable appreciated securities may be made with a considerable tax advantage to the donor. You can usually deduct the full fair market value of the stock as a charitable donation, regardless of original cost.

Real estate:   Gifts of appreciated property may have a similar tax advantage to you.

Deferred Gifts:  It can be beneficial to you to make a deferred gift of a future interest during your lifetime, by retaining the life interest in your property and leaving the remainder interest to the foundation.

Bequests:  A bequest is a gift given through your will or trust. You can designate a special amount of money, or a specific percentage of your estate. Or you may choose to donate the remainder of your estate after taxes, expenses or other bequests have been fulfilled.

Life Insurance:  By means of making small annual tax-deductible premium payments, you can purchase a life insurance policy naming the foundation as owner and beneficiary, thus creating a much larger gift than you might otherwise be able to afford.

How To Give

Donate to a Fund:  You may donate to our versatile General Fund, which allows us to respond to the changing needs of the community, or to any of the funds in our portfolio.  To see a complete list of our funds, click here.

Create your own Fund:  You may choose to create your own Fund.  To see the types of funds the Foundation offers, click here.  In some cases, minimum initial gifts are required.  To learn more, contact program administrator Sue Hartwick at facf@fortfoundation.org or (920) 222-1191.