Kalamazoo Community Foundation Services for Professional Advisors
The Kalamazoo Community Foundation is ready to support your work with clients at no cost to you. The Community Foundation: • Consults with you and your clients on ways the Community Foundation can help meet their charitable and financial goals.
• Provides printed materials on giving through the Kalamazoo Community Foundation, including information on a variety of fund types and giving strategies.
• Offers strategies for discussing charitable giving with your clients.
• Publishes an e-newsletter with timely information on giving vehicles, tax updates and other issues of importance to you and your clients. To subscribe, email Candice Atwater or call her at (269) 381-4416.
• Provides free illustrations for charitable gift annuities and charitable remainder trusts. We also can provide sample documents for various planned giving vehicles.
• Handles the transfer of appreciated securities and life insurance.
To learn more, contact a member of our Donor Relations staff by telephone at (269) 381-4416 or email.