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 $150 million across more than 560 diverse charitable funds, providing tailored, flexible services to help donors support the charities and causes that inspire them.

Giving Options

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:

list of professional advisors who referred clients to the Community Foundation

* 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