Professional Advisors

Assets We Accept

Your clients can establish a fund with a wide variety of assets.

 

Explore Gift Types

Assets We Accept

Start a Fund

We offer customized charitable giving vehicles that support your clients’ lifetime giving and legacy planning.

 

Learn About Fund Types

Start a Fund

Presentations

Explore how the Community Foundation can support your practice with a tailored presentation on charitable giving for your firm.

 

Request a Presentation

Presentations

The Community Foundation will work with you to deepen your knowledge of philanthropy and its impact within the community. It is our goal to provide business professionals with the necessary tools to help foster growth in Livingston County through charitable giving.

If we can be of assistance to you or your clients, please contact us.

Wide Variety of Gift Types

Whether it’s a one-time donation or contributions over the course of several years, we accept a wide variety of assets, including:

  • Cash, check, wire or online donation
  • Publicly traded securities
  • Mutual Fund Shares
  • Closely held business interests
  • Real estate
  • Intellectual Property
  • Fully paid life insurance policies
  • Retirement plan assets

What are the financial benefits of establishing a fund?

Interested in the financial benefits of establishing fund with the Community Foundation of Livingston County?

Whether you’re establishing a fund for yourself, or for a client, hear from Michael Lay from Executive Wealth Management and Gregory Clum from Bredernitz, Wagner & Co. about the many financial benefits of establishing a fund, including significant tax deductions and more.

Randy Ross

Questions? Feel free to contact

Randy Ross