Kalamazoo Community Foundation is ready to support your work with clients. At no cost to you or your clients, we can:

• Consult with you and your clients on ways KZCF can help them meet their charitable and financial goals.
• Provide printed materials about giving through KZCF, including information on a variety of fund types and giving strategies.
• Offer strategies for discussing charitable giving with your clients.
• Provide free illustrations for charitable gift annuities and charitable remainder trusts. We also can provide sample documents for various planned giving vehicles.
• Handle the transfer of appreciated securities, life insurance and other complicated assets.