Introducing Your Clients to the Community Foundation

Estate planners, financial consultants, and other professional advisors are often asked to suggest the best vehicle for charitable giving to their clients. The Charlevoix County Community Foundation offers you and your clients several distinct advantages over direct giving to charities. Feel free to contact us to discuss any client situation; we would be happy to work with you to explore the most effective giving options for your client.

 

Convenience

We are a local organization established by and for the people of Charlevoix County and have broad knowledge of community issues and needs. Donors who give through the Community Foundation can support area communities, causes, and organizations by making a single gift and choosing where to give.   Plus, gifts to the Community Foundation offer donors the maximum federal and state tax incentives.

 

Community Impact

We are deeply involved with the needs in the community and can direct gift dollars as grants to where they are needed most. For more than 25 years, those who care about Charlevoix County have been turning to the Community Foundation to make their charitable giving as effective as possible.

 

Simplicity

Through the Community Foundation, donors can support causes they care about now and in the future. We provide many ways to give including current gifts, memorial and tribute gifts, and estate gifts that are planned now and realized in the future.

 

Flexibility

Donors of all sizes and interests can make a difference close to home through the Community Foundation.  For those with greater capacity and desire for involvement, charitable funds with the Charlevoix County Community Foundation are an easy, low-cost alternative to forming and administering a private foundation. Learn more about the types of funds available to your clients through the Community Foundation.

 

Stability and permanence

The Charlevoix County Community Foundation standards for investment performance, donor services, and grantmaking have been constant. We have been a trustworthy catalyst for charitable giving since 1992.  Even better, endowment means that  gifts will continue to address charitable needs and local opportunities for generations to come, even as those needs and opportunities change.

 

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