ADVISORS - FOUNDATION BASICS - FAQ
We pride ourselves on providing exceptional customer service. For your convenience, here are a few of our most frequently asked questions:

Are my clients' gifts tax-deductible?
The Oshkosh Area Community Foundation is a 501(c)(3) nonprofit organization. All gifts made to the Community Foundation all fully tax deductible.

Do you accept gifts of property or stock?
The Oshkosh Area Community Foundation accepts virtually all gift types, including real estate, retirement assets, life insurance and stock.

Do you offer any trust options?
We offer charitable remainder trusts, charitable lead trusts, charitable gift annuities and more.

Can I continue to manage my clients' assets?
With a gift of $250,000 or more, you can continue to manage your clients' assets (provided you follow the Oshkosh Area Community Foundation investment policy).

There is an opportunity to manage gifts under $250,000 through our partnership with American Funds. By investing with American Funds, you will continue to have oversight of your clients' assets and receive the corresponding B12 fees.
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