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Whether you are a financial advisor, an attorney, a CPA or a trusted friend or family member, we are here to help. You may need specific language for a gift to be left via a will or trust, you may need to understand how a donor-advised fund works or you may simply want to know more about the Foundation or a fund of the Foundation prior to advising or making a gift.
The Foundation's staff is able to provide you with information and knowledge to share or use when it comes to charitable giving.
Here are some examples of how we can help:
Your client wants to make a contribution to a charity that you are unfamiliar with - call the Foundation. We are skilled and proficient with performing due diligence. We can do the research for you or provide you with the questions you should ask of the non-profit to make an informed contribution.
Your client wants to establish a scholarship fund. We will meet with you, and your client if they desire, to discuss the parameters of the scholarship, the criteria, the review process, etc. to aid your client so that their understanding provides a comfort level that makes their experience rewarding and exciting.
Your client wants to include a charity in their will. We can help provide the language for the will or trust. We can facilitate a conversation that helps determine the use of funds, how the IRS views donor control over gifts, how to make the gift as impactful as possible and much more.
Our goal is to provide you and your client with the knowledge and resources that makes giving simple and impactful.
Please contact us if you have questions or would like more information.
Allegan County Community Foundation
524 Marshall Street
Allegan, Michigan 49010