Professional Advisors
Partnering to provide your clients’ best wants and wishes
Professional advisors find themselves at the convergence point of two dynamic forces in society today: the enormous increase in personal wealth and the renewed concern for community. As neutral experts with in-depth information about the community, Grand Rapids Community Foundation acts as a vehicle for giving, supporting you and your clients every step in the charitable giving process.
We can help:
- Identify your clients’ charitable giving interests and motivations
- Match personal charitable interests with tax planning needs
- Create and implement charitable plans that are integrated into major business, personal and financial decisions
- Provide information on community needs—and on the local agencies and programs that make a difference in the areas your clients care about most
- Deliver grantmaking expertise and a range of administrative services related to charitable giving
Get more at the links listed below.
- Helping You Serve Your Clients
- Fund and Giving Options
- FAQ
- Converting a Private Foundation
- Investment Policy
- Foundation Fees
- Merrill Lynch Community Charitable Fund
- Advisor Resources
© Grand Rapids Community Foundation - 161 Ottawa Avenue NW 209 C - Grand Rapids, Michigan 49503 - 616.454.1751
