For Professional
Advisors
We Make Your Job Easier
La Crosse Area Community Foundation supports attorneys, accountants, and financial advisors with the tools, expertise, and local knowledge needed to guide meaningful, tax-smart charitable giving. We help simplify complex conversations, offer flexible giving solutions, and work alongside you as you help clients meet both financial and philanthropic goals.
We want to be your first call when charitable giving comes up with your clients. Our team assists with donor-advised funds, planned giving, estate gifts, and more!
Contact Megan Pierce, Donor Services Director to learn more!
Why Advisors Work With La Crosse Area Community Foundation
Support for charitable planning
Advisors choose LACF because we provide responsive service, transparent processes, and giving solutions that are effective, flexible, and easy to integrate into a broader financial or estate plan. Our goal is to help you deliver exceptional service to your clients while strengthening charitable impact across the region. With deep knowledge of the La Crosse area nonprofit community, we can help you connect clients with causes that align with their values and interests.
Guidance that makes your work easier
Advisors choose LACF because we provide responsive service, transparent processes, and giving solutions that are effective, flexible, and easy to integrate into a broader financial or estate plan. Our goal is to help you deliver exceptional service to your clients while strengthening charitable impact across the region. With deep knowledge of the La Crosse area nonprofit community, we can help you connect clients with causes that align with their values and interests.
Support for charitable planning
We are available to join advisor-client conversations in person or virtually, offering clear explanations and helping clients make confident decisions. We also provide resources to support charitable giving discussions, including sample language, illustrations, and a quarterly advisor newsletter. You can also explore our Talking with Clients guidance for practical conversation starters and planning support.
Professional Advisor Blog
Generational Philanthropy: Key Points for Professional Advisors
For many clients, wealth is about more than passing down assets. It’s about passing down values, purpose, and opportunities to make a lasting difference. Professional advisors can help clients create a charitable legacy that…
Transfer of Wealth: An Opportunity for Professional Advisors
Last year, La Crosse Area Community Foundation partnered with several Wisconsin community foundations and the University of Minnesota Extension’s Department of Community Development to analyze the historic transfer of wealth expected in La Crosse…