Advisor Resources
Your Clients and the Community Foundation
Determining if Community Foundation giving is right for your client is simple. Ask yourself these questions with the client in mind, if you answer yes to three or more, then they are probably ready for a relationship with the Foundation.
- Do my clients care deeply about the greater Grand Rapids and Kent County community?
- Do they give to more than one charitable cause?
- Are they interested in creating a personal or family legacy in the Grand Rapids community?
- Would they like to stay personally involved with their charitable gift dollars?
- Do they want to receive the maximum tax benefit for their charitable contribution?
- Are they interested in creating a private foundation but not interested in the work that goes with it?
- Do they place a priority on sound financial management of their contributions?
- What the Michigan Probate and Estate Planning journal says about Donor Advised Funds
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