We can support legal, financial, banking, and insurance professionals with how to guide their clients through the gift process and discuss the benefits of an endowment. 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.
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.
FOUNDATION STRATEGIC GOALS
The Community Foundation’s primary goal is to identify and address community needs and opportunities in Livingston County. Additionally, we attract and manage charitable gifts and bequests and use these assets to make prudent grants that will improve our community. When choosing grant recipients, we not only ensure the grant is going towards worthy causes within Livingston County, but we also comprehensively assess the sustainability and impact of the project or program.
TYPES OF GIFTS
The Community Foundation can accept gifts of almost any kind, including cash, check, online donation, securities traded on major exchanges, mutual fund shares, closely held business interests (including LLC interests and S-corporation stock), fully paid life insurance policies, retirement plan assets, real estate, and more. Contact the Community Foundation for Livingston County to see how we can help support your interests in our local community..