Advisor Toolkit

Let us help you help your clients.

You work with charitably-minded people. They want to make a difference in their community. They want to make sure their money is making the greatest impact. We are committed to helping people in Ingham, Eaton, and Clinton counties fulfill their charitable wishes.

You're the conduit for making that happen.

When you partner with the Community Foundation, you get the benefit of our in-depth knowledge of our region's nonprofit landscape. When your clients give through the Community Foundation, they have the benefit of working with one organization that covers all of their charitable interests.

On this page, you'll find resources to help you and your clients understand more about giving through the Community Foundation.

We're also here to assist you. If you have questions about the work we do, or if you would like materials created that address some specific questions your clients are asking, we're happy to help.

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 550 funds. Take a look at our advisor toolkit and our advisor FAQ, then contact us.

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