Why Partner with the Community Foundation

Estate planners, tax advisors and other professionals trust us to help their clients with charitable giving.

We are:

  • Client-centric

  • Experts on local nonprofits and community needs

  • Savvy about how to maximize charitable tax benefits

We support you by helping your clients:

  • Establish and name a fund of their own

  • Make gifts of cash, securities, real estate and other gifts to their own fund or existing funds at the Foundation

  • Plan how they want final charitable gifts to be made to leave their legacy

Giving Options

How to recommend charitable giving without recommending a specific charity

You may be reluctant to recommend a specific charity to your clients. We understand. The Community Foundation represents all charities and manages more than 500 funds. Take a look at our advisor toolkit and our advisor FAQ, then contact us.

The Community Foundation enjoys working with professional advisors every day to help their clients. Thank you to the following professional advisors who have entrusted their clients to the Community Foundation, resulting in new funds and/or planned gifts:

Table of professional advisors and their firm's logos

Indicates advisors who have passed away.

If you've referred clients to the Community Foundation who have set up new funds or planned gifts and are not included in the above list, please contact us so we can be sure to recognize you in the future.

It is such a pleasure to team with the exceptional staff at the Community Foundation when I’m developing and implementing my clients’ charitable goals. The Foundation is an invaluable resource in mid-Michigan. They make it easy for my clients to go from being well-intentioned, check-writing supporters of causes they care about to being philanthropists for our community.”

– Charley Janssen, attorney and shareholder, Foster Swift