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...
Information and Resources for our Philanthropic Partners
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