Brought to you by the Oshkosh Area Community Foundation                                             August 2017

In This Issue Family Giving Faces of Philanthropy Donor and Advisor Partner Program Project CURB Questions? Give us a call at 920.426.3993 or email

Greetings and welcome to Advisor Impact! We are grateful for your support and interest. This newsletter contains great information about charitable giving and real life examples of how donors have fulfilled their philanthropic goals. Please reach out for any questions - we can help! 920-426-3993 or email Karlene@OshkoshAreaCF.org Sincerely, Karlene Grabner Director or Donor Services

Planting Your Family's Giving Tree - provided by Aegis Financial

Making generosity and giving back a family affair - great article to share with donors One of the great joys of wealth is having the opportunity to better the world around you with your generosity. What better way of expressing those values to your family and children than by encouraging them to get involved in your charitable endeavors? Engaging the next generation early on can provide an opportunity to pass on valuable insight into financial stewardship and global citizenship. Establish Your Roots... read more

The Many Faces of Philanthropy - provided by Aegis Financial

The goals are similar, but different generations give back in different ways...read more

Donor and Advisor Partner Program

For investment advisors, financial planners, brokers and trust officers with clients who have philanthropic intentions, a client's gift to charity may mean that the advisor loses control of those assets. The Oshkosh Area Community Foundation has established a program which allows a local option for advisors to become an investment manager of the Community Foundation and maintain custody of their client's assets. Read more...

Project CURB

Oshkosh 4 Education leaders are looking for volunteers to help beautify Oshkosh schools. 700 more people are needed to help with landscaping and other projects to spruce up the exterior of every single Oshkosh Area School District school in one day. From 8 am - noon on Saturday, September 23, volunteers will plant greenery, pull weeds, install benches, picnic tables, basketball hoops and garbage cans. Learn more and sign up to volunteer here .

Do you have a topic or article you'd like featured in the next Advisory Impact? Send it our way. Email Karlene Grabner.

Advisor Info

Need more advisor specific information? Click on the link to the left or contact our Director of Donor Services, Karlene Grabner.

Connect with us

Since 1928, the Oshkosh Area Community Foundation has helped donors turn their charitable investments into projects that add energy and vitality to our community. Serving Winnebago County, Waushara County, Green Lake County and Ripon, the Oshkosh Area Community Foundation strives to advance our communities' quality of life and capacity for excellence. We are a 501(c)3 nonprofit organization, with more than 700 charitable funds and $100 million in assets.