Brought to you by the Oshkosh Area Community Foundation                    September 2018
In This Issue

2018 Tax Reform

Philanthropic Snapshot

Solutions Recovery, Inc.

You're Invited - Donor Appreciation Celebration

Give us a call at 920.426.3993
or  email

Welcome to our Advisor Impact newsletter filled with charitable giving ideas to help you and your clients. This edition highlights important information regarding the 2018 Tax Reform and how Field of Interest Funds may be the right fit for your client. We hope you find this newsletter valuable and if you have any questions or concerns, please give us a call at 920-426-3993 or email

Karlene Signature
Karlene Grabner
Director or Donor Services
How to Plan After the 2018 Tax Reform - Contributor: Bob Mathers, Attorney
With the new tax law, many individual taxpayers need to exercise new discipline to maximize their tax savings by coordinating charitable deductions with other itemized deductions.

Starting in 2018, new tax laws will be changing the way most individuals claim charitable deductions on their taxes. With lower itemized deduction, it is estimated that over 90% of taxpayers will claim the standard deduction each year. This means that charitable donations will not be deductible for most taxpayers unless they plan ahead. Learn more about the major tax changes:
Philanthropic Snapshot - Field of Interest Funds
With a Field of Interest Fund you can support your favorite cause, forever. When creating a Field of Interest Fund, you name the purpose of your fund (arts, health, education, etc.) and the Foundation identifies projects that will most effectively accomplish your goals. Your gift stays flexible enough to meet community needs in your interest area - even as community needs change over time.

Field of Interest Funds are best suited for donors who:
  • Have an interest in supporting a broad charitable cause, rather than a specific organization

Learn more about Field of Interest Funds.
The Lucille and Edward Plashko Fund is a Field of Interest Fund supporting senior citizen programs. This fund, established in 2005, has granted out over $27,000 to organizations such as Oshkosh Seniors Center, Valley VNA Senior Care and Park View Health Center. Recently, this fund provided support for the program - Making the Ride Happen in Oshkosh. This program improves access to transportation for seniors in the greater Oshkosh area by expanding the marketing of the Making the Ride Happen call center as a one-stop shop for finding available transportation options.
Solutions Recovery, Inc.
Over 1,000 people participated in the ReThink Addiction Run/Walk 5K on September 8th hosted by Solutions Recovery, Inc. Solutions Recovery serves the Fox Valley's recovery community with programs for individuals and their families, assisting addicts and alcoholics in relapse prevention and providing outreach services within our community.

Solutions Recovery is excited to announce a $30,000 dollar for dollar match from the Community Solutions Fund at the Oshkosh Area Community Foundation toward the continued efforts at Solutions Recovery in Oshkosh. Organizations like Solutions help make the initial work of treatment more impactful for many seeking recovery and helps to ensure better results from the investment of our community.
You're Invited - Donor Appreciation Celebration
Donor Appreciation 2018

Join us for our annual celebration of donors
Thursday, September 27th at The Howard .
405 Washington Ave, Oshkosh, WI 54901

5:00 pm - 7:00 pm (Program begins at 5:45 pm)
Hors d'oeuvres and cocktails

The event will include the presentation of the Partner in Philanthropy Award and the Good Samaritan Award.

Please RSVP by September 20, 2018 by calling 920.426.3993 or register online.
Need more advisor specific information? Click on the link to the left or contact our Director of Donor Services, Karlene Grabner.
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.