Attorneys, Accountants, and Other Advisors

special will week feature: Kevin Klevorn

The Community Foundation supplements the work done by attorneys and other professional advisors when we help people formalize their charitable plans. Earlier this year, we heard from Kevin Klevorn, an attorney based in Boyne City, that a client intended to include the Charlevoix County Community Foundation in his estate plan. An experienced attorney and professional partner of the Community Foundation, Kevin thoughtfully confirmed that an unrestricted contribution is preferred. This allows for the client to work with us to provide guidance about what they hope to accomplish with their planned gift. If we are not already aware of the individual’s giving goals, a subsequent visit can provide the opportunity for the client to learn the full range of charitable options available to them. This strategy serves the client well – the guidance to the Community Foundation can be revised easily without amending legal documents in the future. Getting to know the individual also allows the Community Foundation to thank and recognize them as part of the Legacy Society.

As we celebrate “Will Week” – formally called National Estate Planning Awareness Week, we’re grateful for Kevin and the many other highly-qualified local and regional professional advisors who have helped their clients do this good work. The Community Foundation is committed to building a stronger community together, now and in the future. For Good. For Ever.

If we can help you leave a legacy, please be in touch at legacy@c3f.org.

 

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.

Bowerman, Bowden, Ford, Clulo & Luyt, P.C.

  • Timothy J. Clulo, Traverse City, 231.941.8048
  • Kurt M. Bowden, Traverse City, 231.941.8048
     

Edward Jones Investments

  • Michael Eberhart, Walloon Lake, 231.535.6079
  • Ben Muladore, Charlevoix, 231.237.0643
  • Ruth Skop, Boyne City, 231.582.3416
     

Harry K. Golski, P.L.C., Charlevoix, 231.547.0099
 

Grannis Farley Wealth Management Group of Raymond James, Petoskey, 231-347-3961
 

Greenleaf Trust Inc.

  • Lauree VanderVeen, Traverse City, 231.778.0050
     

Klevorn & Klevorn

  • Kevin Klevorn, Boyne City, 231.582.7911
     

Parker Harvey, Traverse City, 231-929-4878

 

Rehmann Financial

  • Ryan Sullivan, Traverse City, 231.946.3230

 

Richard E. Joseph, Charlevoix, 231.547.0792

 

Robert A. Banner, P.C., Boyne City, 231.582.1710


Schraw and Associates, Boyne City, 231.582.2252

  • Joel Schraw
     

Scott Beatty Law, Charlevoix, 231.547.4059

 

Stroup, Meengs P.C.

  • Jane Gootee Nelson, Petoskey, 231.347.3907
  • Bill Meengs, Petoskey, 231.622.8486
     

Trowbridge Law Firm, P.C., Detroit

  • Jon B. Gandelot, 313.259.6900
     

Warner, Norcross, + Judd, Grand Rapids, 616.752.2000

 

Winegarden Law

  • Terri Winegarden, Petoskey, 231.347.7777
     

Young, Graham, & Wendling, P.C., Bellaire, 231-533-8635
 

*We have compiled this list based on experience and notes in files.  Did we miss you?  Please let us know so we can properly recognize your assistance.