Information and Resources for Donors and Professional Advisors
Feb 21st 2025
Make a Greater Impact This Year: Your Charitable Giving Year-End Checklist
As the year draws to a close, it’s the perfect time to reflect on the causes you care about and make plans to support them. Did you know that December...
Dec 3rd 2024
Your community foundation team: “Yes, we do that!”
As an attorney, CPA, or financial advisor, you offer clients valuable knowledge and support. We’re grateful that so many of you regularly reach out to the team at the community...
Nov 26th 2024
How the Community Foundation for Southeast Michigan Can Help You Create Lasting Impact
By Lindsey Rossow-Rood Director, Donor Services Philanthropy offers a powerful way to shape the world around you, but it can sometimes feel overwhelming to navigate all the options. Whether you’re...
Sep 6th 2024
Chevron Overturned: What is next for DAF Regs?
U.S. Supreme Court overturns the Chevron doctrine The severe blow recently dealt to federal agencies by the U.S. Supreme Court in overturning the Chevron1 doctrine in Loper Bright Enterprises v. Raimondo; Relentless, Inc. v. Dept...
Jul 31st 2024
The elephant is not in the room: How to bring up giving to clients who are not doing it yet
As an advisor, many of your client conversations are quantitative—numbers of dollars for income, expenses, investments, taxes and the like. And while charitable contributions can be part of the mix,...
Dec 18th 2023
Similar, but not the same: Donor-advised funds and private foundations
You and other attorneys, accountants, and financial advisors who work with charitably-inclined individuals and families are familiar with the basics of donor-advised funds and private foundations. Still, it can be...
Jul 25th 2023
Broadening Your Philanthropy: Developing a Well-Rounded Giving Portfolio
Finding new donation opportunities can amplify the impact of your philanthropic investments. If you are charitably minded, you have probably spent some time considering options for philanthropic giving. Maybe you...
Feb 16th 2022
3 Tried and True Financial Strategies for Charitable Giving in 2022
For those ready to make philanthropy a priority in 2022, proven strategies are the best bet. For Americans across the country, the new year represents two things: a chance to...
Feb 3rd 2022
3 Reasons to Start a Donor Advised Fund
Consider starting a Donor Advised Fund as a part of your charitable giving. You create a fund with a minimum gift of $10,000, and recommend grants over time from the...
Feb 21st 2020