A Word to Professional Advisors

As a professional advisor to clients in Charlevoix County, you undoubtedly find many of your clients are already giving annually to their favorite charitable organizations. Helping them to develop this plan while balancing a client's financial needs is no easy task. Why not help them achieve their charitable goals while gaining the maximum tax advantage, leaving a legacy and choosing from numerous giving options? The Charlevoix County Community Foundation is here to partner with you to help your clients achieve their philanthropic goals. We understand that it is a delicate dilemma. You want to discuss the many benefits of charitable giving with your clients, but you want to avoid recommending specific charitable causes or organizations.

 

Fortunately there is a simple solution. The Charlevoix County Community Foundation is a single, trusted vehicle your clients can use to address the issues they care about most, while gaining maximum tax benefit under state and federal law. We offer a variety of giving options- including the ability to establish a fund in your client's name.