Like so many Wisconsin non-profits, your organization is a bedrock of our great State. Your mission is clear, your leaders are committed, your donors are energized, and your Board is engaged. Wisconsin is a better place because of you!
But your mission takes money, and more than ever your endowment is a critical component of long-term success. That’s why we’ve created Appleton Group Charitable to help Wisconsin non-profits better manage their existing endowment portfolios.
Acting in a fiduciary capacity, Appleton Group Charitable’s professional advisor staff provides a four-step start-to-finish endowment management solution addressing all ongoing aspects of your endowment program.