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. 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.  The Charlevoix County Community Foundation is here to partner with you to help your clients achieve their philanthropic goals.
 

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 - to help them make a difference close to home.  Donors can make a gift now that is tax deductible in the year the gift is made or plan for the future with an estate gift, which will achieve good work after they're gone. 
 

Learn more about how the Community Foundation can help your clients with the charitable portion of their estate to leave a lasting legacy.  Individuals and couples who have designated an estate  gift to the Community Foundation in their wills or estate plans will be recognized in the Legacy Society

 
We're here to help you help your clients. Contact us with questions or suggestions.
 

Chip Hansen, President

Charlevoix County Community Foundation

231-536-2440  ·  chansen@c3f.org

301 Water Street  ·  P.O. Box 718

East Jordan, MI 49727