Professional Advisor Support
Estate planning attorneys, financial advisors, and tax professionals trust us to help their clients with charitable giving.
Who is the Community Foundation?
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
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:
* 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, retired attorney and shareholder, Foster Swift