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...
Information and Resources for our Philanthropic Partners
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
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
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...
Nov 26th 2024
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...
Nov 26th 2024