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For Professional Advisors
The Kalamazoo Community Foundation considers attorneys, accountants, financial planners, insurance agents and other professionals who have relationships with members of our community to be our valued partners in charitable giving. We want to be a resource for you as well as a philanthropic partner for your clients, providing a full understanding of the many possibilities of supporting our community by giving through the Community Foundation.
Your clients have several options to consider as they explore charitable giving opportunities. These include determining:
• If they would like to make a gift now or through their estate plan.
• The type of fund that best meets their charitable giving goals.
• The type of assets they would like to give.
• How they will remain involved after their gift is made.
By working with the Kalamazoo Community Foundation, you can effectively and efficiently help your clients consider these options and meet their charitable goals.
There are many advantages to working with the Community Foundation. We follow your lead in serving your clients and join in discussions only if or when you need us. Our primary goal is to inspire charitable giving and to help your clients build lasting testaments to their names, their families and the causes they care about most.
To learn more, contact a member of our Donor Relations staff by telephone at (269) 381-4416 or email. |
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