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For Advisors

With tools, resources, and personalized conversations with staff members, we can help you support your clients in making strategic philanthropic decisions. We can engage in ways that fit with you and your clients. You can make a direct referral to us, or we can work with both you and your client to find a philanthropic solution that will best serve their needs. Please use the below resources and tools and feel free to contact us any time for further information or assistance on a confidential basis.


Resources

Whether you prefer to have a silent partner who provides behind-the-scenes consultation or an active philanthropic advisor who has a one-on-one meeting to discuss charitable giving with you and your client, the Charlevoix County Community Foundation will tailor charitable giving strategies to meet your clients’ needs, strengthen your relationship with your clients, and maximize your client’s community impact.

Check Out Our Resources

Professional Advisors

Many of our relationships with donors are initiated through an introduction from a professional advisor. We’d like to recognize and give special thanks to these advisors with whom the Community Foundation has worked closely on gifts to benefit the community.

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Request a Presentation

The Charlevoix County Community Foundation is your partner in philanthropy.  We are available to conduct informal or formal presentations for your fellow colleagues internally, or for clients, as needed.  We will tailor the discussion to the audience and to accomplish your goals.

Request a Presentation

Impact Stories | Grants In Action

Home Health Aids on Beaver Island

Aug 21, 2025

Support from a recent C3F Community Priorities grant to the Beaver Island Rural Health Center is helping provide Beaver Island seniors the opportunity to age in place, as many of them want to do.

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