Make a plan–and make your favorite charities part of it
At some point during your adult life, you’ve likely realized that it would be wise to put in place a will, trust, and powers of attorney, as well as undertake...
Information and Resources for Donors and Professional Advisors
Apr 14th 2025
Apr 7th 2025
Three common client scenarios and charitable planning solutions
If you encounter any situation with a client where charitable giving could be involved, please reach out to the community foundation! Our team is happy to serve as a sounding...
Apr 4th 2025
Tools for your charitable clients at all levels of giving
Many attorneys, CPAs, and financial advisors share with our team that one of the reasons their clients love working with the community foundation is because the foundation is truly the...
Apr 4th 2025
Apr 3rd 2025
Women and philanthropy: Opportunity to grow your practice
Until recently, an attorney, CPA, or financial advisor’s relationship with many client couples has tended to focus on the male partner. Driving this dynamic is that male advisors historically have...
Apr 2nd 2025
Tax reform on the horizon: Speed reading for charitable planning
The team at the community foundation helps you stay up-to-date on legal and policy developments that could impact planning recommendations for your philanthropic clients. It is our pleasure to serve...
Apr 14th 2025
The rise of 401(k)s: Three must-know tips for charitable giving
As an attorney, CPA, or financial advisor, you’ve probably seen the news that the number of 401(k) accounts with balances topping $1 million had risen by 9.5% to 544,000 as...
Feb 6th 2025
Community Foundation anticipates tax policy changes, urges proactive charitable planning in 2025
With the new year underway, the Community Foundation for Southeast Michigan is watching the shifting landscape in Washington, D.C., with a Republican-led Congress and President Trump’s return to the executive...
Jan 21st 2025