Gift Options

St. Croix Valley Foundation can help your client develop gift options plan to meet their personal financial needs and their charitable intentions, now and in the future.  Any of the assets listed below can be accepted by the St. Croix Valley Foundation to create a new fund or add to an existing fund.

  • Cash
  • Electronic Funds Transfer
  • Closely Held Stock
  • Mutual Fund Shares
  • Publicly Traded Securities
  • Real Estate
  • Bequest
  • Life Insurance
  • Retirement Plan Assets
  • Charitable Remainder Trusts

Please contact Heather Logelin, President SCFV at (715) 386-9490 or hlogelin@scvfoundation.org for more information.