Marshfield Area Community Foundation

What Marshfield Area Community Foundation does

Marshfield Area Community Foundation (MACFI), established in 1993 and incorporated on January 1, 2016, is a tax-exempt 501(c)(3) public charity headquartered at 211 E. 2nd St., Suite 2 in Marshfield, Wisconsin, with EIN 47-3441083. The Foundation manages over 200 donor-established funds totaling approximately $14 million in assets and operates with two paid staff and a 16-member volunteer Board of Directors. It holds National Standards for U.S. Community Foundations accreditation (since 2004) and the Candid Platinum Seal of Transparency (2025).

The Foundation offers a comprehensive suite of fund types including Donor Advised Funds ($10,000 minimum), Designated Funds, Field of Interest Funds, Unrestricted Funds, Scholarship Funds ($25,000 minimum), Acorn Funds ($500 entry with a four-year pledge to $10,000), Project Specific Funds, Fiscal Sponsorship Funds, and Agency Funds. It also operates a Community Grants Program with two annual cycles (January and July) and a unified Scholarship Portal filtering 79 scholarship criteria. Technology stack is limited to a third-party Grant Interface platform for online grant/scholarship applications, an FCSuite fund-advisor ERP, and a WordPress content site. Investment management is outsourced to Associated Trust Company and Wealth Management under Board oversight.

The revenue model combines charitable donations and gifts, investment returns on endowed principal, and administrative fees of 1.0% to 5.0% of total assets. From 1994 through 2016, the Foundation distributed approximately $16.5 million in grants to the community, serving 25+ communities across central Wisconsin including Marshfield, Neillsville, Medford, Stratford, and Abbotsford. Customer segments include individual donors, professional advisors (attorneys, accountants, wealth managers), 501(c)(3) nonprofit grantees, and student/scholar applicants, with strategic partnerships spanning Marshfield Area United Way, Marshfield Rotary Club, North Central Community Action Program, and multiple regional banks.

Name

Marshfield Area Community Foundation

Legal name

Marshfield Area Community Foundation, Inc.

Website

https://marshfield.foundation

Company type

Private

Founded year

1993

Operating status

Operating

Short description

Marshfield Area Community Foundation is a 501(c)(3) public charity managing 200+ donor-established funds totaling approximately $14 million in assets for community grants, scholarships, and endowment services across 25+ communities in central Wisconsin.

Ownership category

akta.pro rank

Product category

Community Foundation Services

NAICS

Grantmaking Foundations (813211), Grantmaking and Giving Services (81321)

akta.pro primary industry

Community Foundations (BPAGAKAB)

akta.pro secondary industries

Public Charities & Grantmaking Intermediaries (BPAGAKAE), Grantmaking & Philanthropic Funds (Institutional Donors) (BPADAOAB)

Keywords

• Community foundation services
• Charitable fund management
• Community grantmaking programs
• Endowment fund administration
• Scholarship program management

Headquarters

HQ city

Marshfield

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Charitable Donations and Gifts: The Foundation receives charitable contributions from donors who establish funds. Donors can contribute cash, checks, stocks, and other items. IRA distributions from donors aged 70.5+ are accepted. Donors may designate contributions to specific funds or the general community grants fund.
2. Investment Returns on Endowed Funds: Fund assets are invested to produce appreciation of principal as well as proceeds for annual grantmaking. The Foundation's investments are managed by Associated Trust Company and Wealth Management with oversight from the Board. Modest administrative fees of 1.0% to 5.0% of total assets are charged against all funds.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Marshfield Area Community Foundation manages charitable endowment funds on behalf of individual donors and distributes competitive community grants to local nonprofit organizations, schools, and government entities. It offers multiple fund structures (Donor Advised, Designated, Field of Interest, Unrestricted, Scholarship, Acorn, Project Specific, Fiscal Sponsorship, and Agency Funds) along with a Legacy Society for planned giving, handling all administration, accounting, and IRS reporting for donors.

Product overview

Marshfield Area Community Foundation operates as a community foundation offering a comprehensive suite of philanthropic services centered around fund management. The organization provides multiple fund types including Donor Advised Funds, Designated Funds, Field of Interest Funds, Unrestricted Funds, and Scholarship Funds, each serving different donor charitable objectives. Additional offerings include Acorn Funds for lower initial giving thresholds, Project Specific Funds for capital campaigns, Fiscal Sponsorship Funds for emerging nonprofits, and Agency Funds for established organizations. The Foundation also manages a Community Grants Program with semi-annual competitive cycles and offers Planned Giving/Legacy Giving services including bequests, charitable trusts, and gift annuities. The Legacy Society recognizes donors who have included the Foundation in their estate plans.

Differentiator

Problem solved

Functional benefit

Products and services

• Donor Advised Funds
• Designated Funds
• Field of Interest Funds
• Unrestricted Funds
• Acorn Funds
• Project Specific Funds
• Fiscal Sponsorship Funds
• Agency Funds
• Scholarship Funds
• Community Grants Program
• Planned Giving / Legacy Giving
• Legacy Society

Quantifiable outcome

• $16.5 million in grants distributed from 1994-2016 to the Marshfield community
• +3 more outcomes

Named customers8 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Eight partnerships are on record, tiered core, major and minor.

• Associated Trust CompanycoreOthersInvestment management partner holding Foundation assets. Provides actual investing services with oversight from the Board. Jim Bartelt served as Manager of Associated Trust Company's Marshfield office before retirement in 2017 after 36 years of service.
• Wealth ManagementcoreOthersCo-investment management partner with Associated Trust Company for Foundation assets under Board oversight.
• Marshfield Area United WaymajorStrategic or Co-development PartnerCollaborative partner in community initiatives including Vital Signs publication, school-based mental health consortium funding, and summer nutrition programs. Joint efforts include pool passes distribution and community support programs.
• Grant InterfacecoreTechnology or IntegrationTechnology platform provider for online grant and scholarship application portals. Allows single application to filter through multiple scholarship criteria and enables online grant applications during designated cycles.
• Forward BankminorOthersChris Damerell, Assistant Vice President/Private Banker at Forward Bank, serves on the Foundation Board. The bank provides community banking services.
• Kenneth and Ardyce HeitingmajorOthersMajor donors who established seven endowment funds following their passing, including the Kenneth & Ardyce Heiting Community Stadium. Legacy gift supports children, faith organizations, and Opportunity Development Center.
• Marshfield Rotary ClubmajorStrategic or Co-development PartnerPartner in Rotary Winter Wonderland event held at Wildwood Park & Zoo. The Foundation holds a fund for the Rotary Winter Wonderland Foundation. The event collected over 900,000 food items over 20 years.
• North Central Community Action Program (NCCAP)majorGTM or Marketing PartnerCommunity grant recipient providing emergency rental assistance and housing support. Partnership addresses homelessness prevention in the Marshfield area through the One/First Month/Security Deposit Assistance Program.

Scale indicators7 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Oshkosh Area Community Foundation: Wisconsin community foundation serving the Oshkosh region with donor-advised funds, scholarship programs, and competitive grant cycles. Comparable in fund offerings and community foundation model, though serving a more urban service area.
• Fox Valley Community Foundation: Wisconsin community foundation serving the Appleton/Fox Valley region. Comparable in mission and offering suite (donor-advised funds, scholarships, community grants), serving a similar mid-sized Wisconsin population base.
• Community Foundation of North Central Wisconsin: Regional community foundation serving north-central Wisconsin, including Wausau and surrounding communities. Closely comparable in geographic scope, fund offerings (donor-advised funds, scholarships, community grants), and asset size range, making it a near-direct peer to Marshfield.
• Wisconsin Rapids Area Community Foundation: Community foundation serving the Wisconsin Rapids area in central Wisconsin — geographically close to Marshfield. Closely comparable as a small-to-mid-sized Wisconsin community foundation with similar fund types, scholarship programs, and community grant cycles.
• Coulee Region Community Foundation: Community foundation serving the La Crosse region of western Wisconsin. Comparable in scale, fund offerings, and rural/small-metro Wisconsin community foundation model, providing similar services to local donors and nonprofits.
• Fond du Lac Area Community Foundation: Wisconsin community foundation serving the Fond du Lac area. Closely comparable as a mid-sized Wisconsin community foundation with similar fund management and grantmaking services for individual donors, advisors, and nonprofit grantees.
• Wausau Area Community Foundation: Community foundation serving the greater Wausau area with similar fund types, scholarship programs, and grant cycles. Geographic proximity and similar size make it a closely comparable Wisconsin community foundation peer.

Broad incumbents

• Dane County Community Foundation: Community foundation serving Dane County (Madison area) in Wisconsin. Comparable in mission and service offerings but operating in a larger, more urbanized Wisconsin market with higher donor capacity.
• Greater Milwaukee Foundation: Wisconsin's largest community foundation with over $400 million in assets, serving the four-county Milwaukee region. Directly comparable as a Wisconsin community foundation offering donor-advised funds, scholarships, and community grants, but at significantly larger scale than Marshfield Area Community Foundation.
• Green Bay Community Foundation: Wisconsin community foundation serving the Green Bay metropolitan area with comprehensive fund management and grantmaking. Comparable as a Wisconsin community foundation but generally larger in scale and resources than Marshfield.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/MarshfieldAreaCommunityFoundation

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles21 records

Funding overview

Funding rounds

Investors

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M&A

Investments

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Frequently asked questions about Marshfield Area Community Foundation