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Helping You Manage
Your Clients’ Giving

Madison Community Foundation helps you fulfill your clients’ charitable wishes, meet their financial planning goals and obtain the maximum available tax benefits.

A Professional Team That Works With You

Our staff includes professionals with a deep understanding of tax planning and charitable giving who work with you and your clients to achieve their goals. We offer:

  • Charitable gift planning: MCF's philanthropic advisors are available to assist you and your clients in creating plans that fulfill their current or future charitable giving goals.
  • Asset management: MCF pools donors’ gifts and invests them in a professionally managed portfolio. The result: lower investment risk and management costs, as well as greater investment diversification.
  • Tax advantages: As a public charity, MCF offers your clients tax advantages they can’t get with a private foundation. This allows them to direct more of their money into their philanthropy.
  • Administrative services: Accounting, auditing, financial management, due diligence, grantmaking and evaluation: We take care of all administrative work, allowing your clients to focus on giving.
  • Grantmaking assistance: Your clients can take an active role in making grants or leave the work to us. The choice is always theirs.

MCF Provides Benefits to Your Clients

Ease. Peace of mind. Reliability. Working with MCF provides your clients with many benefits:

  • A range of gifting options: MCF accepts a wide variety of cash and non-cash gifts, allowing your clients to integrate their giving into their overall financial plan.
  • Local knowledge: MCF has a deep knowledge of the community and needs of the nonprofit organizations working here. We can help your clients identify organizations working in the areas that matter most to them.
  • Permanence: MCF is a permanent community trust, and will be here to manage the funds your clients create long into the future. Our endowments are designed to provide support in perpetuity, allowing your clients’ to create permanent legacies of giving.
When I introduce a client to MCF, the staff at MCF make me look like a hero. MCF offers great flexibility and is a tremendous resource for my clients”
- Dave Reinecke, Foley & Lardner, LLP

How MCF Works With You

Madison Community Foundation’s philanthropic advisors help you achieve your clients’ charitable giving goals.


Learn How MCF Works With Advisors

 

Case Studies

MCF can help your clients leave a legacy of support for the organizations or causes they care about.


See How MCF Helps Create Legacies