Create a Philanthropic Legacy in Your Estate Plans

Both of us started giving when we were in our rst jobs, 52 years ago, and we’ve given every year since. We were active in the Green Bay and Fox Cities and volunteered in a variety of charities. When we retired to Door County, we felt fortunate to live in such a vibrant community and wanted to pay it forward. Helping women and families is a priority for us. rough our estate plans at the Community Foundation, we are able to continue to give back to the community we love long after we’re gone.

– Keith and Sherry Mutchler

Keith grew up in Rapid City South Dakota and graduated from South Dakota School of Mines and Technology. Sherry is from Detroit Michigan and is a Michigan State University graduate. Work brought them to Green Bay where Keith worked as an engineer at Proctor and Gamble and Sherry taught English at Lombardi Junior High. ey began coming to Door County in the 70s. In 1985 Keith took a job as a Division Manager in papermaking in Menasha and Sherry as a school counselor in Appleton. After retiring in 2006, they moved to Door County in 2007 and are proud to have built their own timber frame home.

e Mutchlers have four children. Daughters Megan, Kate, and Bronwyn have all earned their Master’s degrees. Son, Ian, passed away at the age of 3.

Keith and Sherry have ve grandchildren. Both love to travel and visit family and explore new places; but, always love returning to Door County.

Giving back has long been a part of the Mutchler’s lives, serving on numerous Boards of Directors. Paying it forward with their time, talents, and treasures, Keith and Sherry wanted to ensure that this expression of gratitude lived on long past their lives. e Door County Community Foundation provided a practical opportunity for the Mutchlers to transfer assets to charity and leave a legacy for Door County in their estate plans.

rough a gift in your estate plans, you can give back to speci c charities, support general causes or even create a scholarship in your family’s name. A Fund at the Community Foundation is an exceptional tool for giving to charity through your estate plan.

Inspiring people to give back to sustain and advance the community we love.

You can give cash, appreciated stocks, or other assets. Some of the most taxe cient asset types to give through your will come from retirement plan accounts, since heirs would be taxed on the income in respect of the decedent (IRD). You can choose to give a stated dollar amount, a speci c property, a percentage of your estate, the remainder after distributions to other bene ciaries, or you can make your gift contingent on certain events.

Further, while we may be the Door County Community Foundation, our family of donors have favorite charities across the nation. As a result, we make distributions to charities in every state in the union.

We spend part of the year in Milwaukee. Working with the Community Foundation helps us stay connected to the charities and causes that are important to us. If we have questions about an organization or want to hear about the most innovative things going on in Door County, the Community Foundation’s professional sta is always there to help.

-Dick and Annie Egan

Dick and Annie Egan have deep family roots in Door County. Annie grew up in Green Bay and Dick in De Pere. Both of their families became summer Door County residents in the 1950s. ey married in 1963 after Dick graduated from Yale University and served as an o cer aboard the aircraft carrier USS Hornet. Annie earned a bachelor’s degree from St. Norbert College in 1976 and a Master of Science Education from UW — Oshkosh in 1980. Annie also holds a Doctor of Ministry degree. Together, they raised three sons — Tim, Joe and Dan — and now have eight grandchildren.

Dick retired as Chairman and CEO of Little Rapids Corporation in 1994 and he and Annie moved full-time to Sister Bay in 1995. ey eventually relocated to the warm waters of Clark Lake.

e Egans considered creating their own private foundation, but their estate planning attorney suggested that working with a community foundation was a better option. So, they created the Anne and Richard Egan Charitable Fund, a Donor Advised Fund at the Door County Community Foundation, Inc.

Donor Advised Funds operate much like a private foundation, but without the administrative burdens, high operating costs or required tax lings. Donor Advised Funds are convenient, exible tools for individuals, families, businesses, or groups that want to be personally involved in suggesting grant awards made possible by their gifts. If you have a range of community interests, you may nd that it’s an ideal vehicle for ful lling your charitable wishes.