Resources for You and Your Clients

Work with us and avail yourself of our deep knowledge of philanthropy, nonprofits, and initiatives aligned with your clients’ giving goals.

Annual Reports & Publications

• 2018 Annual Report [PDF]

• 2017 Annual Report [PDF]

• 2016 Annual Report [PDF]

• 2015 Annual Report [PDF]

• 2014 Annual Report [PDF]

• 2013 Annual Report [PDF]

• 75 Ways the Madison Area Just Got Better [PDF]

• 41 Ways the Madison Area Just Got Better [PDF]

• Madison Gives Premiere Issue: Fall 2016 [PDF]

Legal Resources

• State Bar of Wisconsin
• Internal Revenue Service - information on charitable contributions and deductions

Philanthropy Resources

• Council on Foundations
• National Association of Charitable Gift Planners
• WI Planned Giving Council
• National Center for Family Philanthropy
  

Charity Resources

• Guidestar
• Charity Navigator