Professional Advisor Support
Estate planning attorneys, financial advisors, and tax professionals trust us to help their clients with charitable giving for maximum tax benefits.
Who is the Community Foundation?
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
In summary, we are your one-stop shop for local, planned philanthropy. The Community Foundation manages over $160 million across more than 560 diverse charitable funds, providing tailored, flexible services to help donors support the charities and causes that inspire them.
THANK YOU!
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:
| April Alleman Crenshaw Peterson & Associates | Mark Hooper, CPA (ret.) Andrews Hooper Pavlik |
| Melissa K. Allen Law Office of Melissa K. Allen | Robert B. Hughes* Principal Financial |
| David J. Ambrose David J. Ambrose, CPA, PLLC | Charley Janssen (ret.) Foster Swift Collins & Smith |
| Sally Babbitt Babbitt Legal Group | Charles L. Lasky Lasky, Fifarek & Hogan, P.C. |
| Ben Bakken Tri-Star Trust | Nancy Little (ret.) Buhl, Little, Lynwood & Harris |
| Deb Bauer (ret.) Raymond James | Dick Lowe Lowe Law Firm |
| John Bos (ret.) Buhl, Little, Lynwood & Harris | Katie Lynwood Buhl, Little, Lynwood & Harris |
| Arlyn Bossenbrook (ret.) Bossenbrook Williams | Douglas Mielock Foster Swift Collins & Smith |
| David Brake Knaggs Brake, P.C. | Colleen Mitchell VENTURE3Philanthropy |
| Rosemary Buhl Buhl, Little, Lynwood & Harris | Melisa Mysliwiec Fraser Trebilcock |
| Susan Chalgian Chalgian & Tripp Law Offices PLLC | Patricia Ouellette (ret.) Lowe Law Firm |
| Frank Cherniawski Wealth Management Institute | Molly Petitjean Buhl, Little, Lynwood & Harris |
| Jack Davis* Loomis Law | Lee B. Reimann, CPA Tri-Star Trust |
| Nancy Elwood Merrill Lynch | Bob Reinhart (ret.) Plante Moran |
| Tina Ferland, CPA (ret.) Plante Moran | Merrick Richardson* Layton & Richardson, P.C. |
| Robin D. Ferriby Clark Hill PLC | Charlotte Shoup Charlotte F. Shoup PLC |
| William Ferrigan William L Ferrigan Law PC | Jerry Sutton* Sutton Advisors |
| Carrie S. Ihrig Freeman Grua, Freeman, Tupper & Young | Marlaine Teahan Fraser Trebilcock |
| Jeff Gorsline Evergreen Wealth Management | Amber Terakedis Plante Moran |
| Richard Greene (ret.) Greene Wealth Management | David Thoms (ret.) Varnum – Kalamazoo Law Office |
| Patrick Hanes Hanes & Associates PLLC | J. Michael Warren* Warren Cameron Faust & Asciutto, PC |
| Erik Hansen Edward Jones | Howard “Jack” Weyers Family and Elder Law of Mid-Michigan |
| Chuck Hillary (ret.) Hillary Lyons Associates |
* 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 you 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, retired attorney and shareholder, Foster Swift
