Philanthropic Impact

 

Information and Resources for Donors and Professional Advisors

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...

Read More

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...

Read More

Expand Your Impact: How Strategic Giving Maximizes Philanthropy

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...

Read More

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...

Read More

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...

Read More

Year-end checklist for clients’ charitable giving

Charitable giving during the final few weeks of the year makes up a significant portion of total revenue for most organizations. Some research even shows that a whopping 26% of...

Read More

Worth a double take: QCD Reminders

For your charitably-inclined clients who are 70 ½ and older, we simply cannot emphasize enough the benefits of a tool known as a Qualified Charitable Distribution, or “QCD.” A QCD...

Read More

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...

Read More

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...

Read More