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.

•  Provides you with access to GiftLaw, a free resources 
   with online tools like the GiftLaw Calculator, which enables 
   you to calculate charitable deductions for your clients; and 
   GiftLaw Pro, for researching planned gifts using the latest 
   gift planning information.

•  Offers strategies for discussing charitable giving with
   your clients.

•  Publishes a weekly e-newsletter with timely information on
   giving vehicles, tax updates and other issues of importance
   to you and your clients. Click here to subscribe.

•  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.