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Council of Michigan Foundations

A communication of Michigan Community Foundations' Ventures, a supporting organization of the Council of Michigan Foundations, with support from the W.K. Kellogg Foundation, and the C.S. Mott Foundation, and community foundations.

© 2003 Michigan Community Foundations' Ventures
 

Advisor Resources

The following resources are available as PDF files for you to view and download. You will need Adobe Reader to view these files. If you do not have Adobe Reader, you may download a free version by clicking on the icon at right.

 
Advisor Articles
Advising the Charitably Minded Client—The Advised Fund Option: An Alternative to the Private Foundation, Michigan Probate and Estate Planning Journal, Winter 2005
 

Advisor Tools
 

Giving advice on charitable giving
Listening for charitable opportunities
Comparing four approaches to giving
Optimizing charitable giving
Deciding to give

Ways to Give
Handouts you can use with your clients that describe charitable funds and instruments available through your local community foundation.

 

 

 

Charitable Funds
Overview
Unrestricted
Field of Interest
Designated
Designated (for nonprofits)
Scholarship
Donor Advised
Donor Advised (Family)
Donor Advised (Business)
Supporting Organization


Charitable Instruments
Overview
Bequest by Will
Charitable Gift Annuity
Charitable Lead Trust
Charitable Remainder Trust
Charitable Assets
IRA Assets:
Opportunity of a lifetime
& IRA worksheet
Real Estate
Appreciated Stock
Life Insurance

 

Ideas for Giving
Donor scenarios that illustrate how individuals, families and businesses can use a community foundation to accomplish their charitable goals.

Giving Back and Staying Involved
Creating a Family Tradition
Helping Companies Do Good Things for People
Connecting to Community
Your IRA: Taxes or Charity
Making the Gift of a Lifetime

 

There's so much more we'd like you to know. Your local community foundation can help you help your clients achieve their charitable giving goals. We welcome the opportunity to work with you. Find your local community foundation.