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.
Free Services