Waukesha County Community Foundation logo

a trusted Partner in Philanthropy

Whether you are an attorney, wealth manager, financial planner, or other advisor, you play a pivotal role in your clients’ philanthropic vision. Together we can help identify your clients’ motivations, provide resources and ensure that each charitable investment has the greatest impact for your client.

How we enhance your practice

Local Expertise

With more than 25 years of serving Waukesha County, our team has extensive local knowledge and the connections to maximize your clients' charitable impact. We have worked diligently to build a reputation of trust, leadership and neutrality.

True Collaboration

You have earned the trust and confidence of your clients, so we will always coordinate the charitable relationship through you. We are here to support your role and can assist you in any capacity that helps you best deliver value and expertise to your clients.

Flexible Solutions

The WCCF specializes in philanthropy and can accept a wide variety of gifts—from simple to complex. We offer several flexible fund options to best suit your clients’ philanthropic interests or estate planning needs. Together, we can tailor a giving plan that fits the charitable goals of your client.

What our Partners Say

Advisor Toolkit