A Word to Professional Advisors

Would you like information for your clients?

Attorneys, financial advisors, CPAs, and other professionals are asked to suggest the best vehicles for charitable giving to their clients.  The Charlevoix County Community Foundation is here to partner with you to help your clients achieve their philanthropic goals, both now and in the future.


The Community Foundation is a trusted partner your clients can use to address the causes they care about most.  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.


Resources for Advisors

Legal Name: Charlevoix County Community Foundation

Tax ID number: 38-3033739

Ways to Give: We offer a variety of giving options to help your clients make a difference close to home.

Where to Give: Donors can make a gift to support communities, interest areas, and organizations that they care about most in Charlevoix County. 

Types of Funds: Some donors may have the interest and the capacity to establish a fund.

Leaving a Legacy: Help your client plan for the future with an estate gift, which will achieve good work after they are gone.

Attorneys, Accountants, and Other Advisors: Recognizing and thanking partners who have helped their clients with gifts to the Community Foundation.

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

Sara Ward
Charlevoix County Community Foundation
301 Water Street  ·  P.O. Box 718
East Jordan, MI 49727