Philanthropic Services Presentations

The Community Foundation is your partner in philanthropy.  We are available to conduct informal or formal presentations for your fellow colleagues internally, or for clients, as needed.  We will tailor the discussion to the audience and to accomplish your goals.

 

Possible Presentation Topics Include:

  • Giving through the Community Foundation: In this presentation, we will share examples of donor successes, current community needs, and the Foundation’s present initiatives and programs in various areas of interest including arts and culture, youth, environment, health and wellness, economy, and more.
  • Vehicles for Giving. We offer flexible and effective ways to accomplish your client’s goals. This presentation covers the various charitable vehicles available including designated funds for the benefit of a specific nonprofit, field of interest funds benefitting causes of interest to your client, unrestricted funds which ensure your client will be supporting the needs of tomorrow, donor advised funds, and scholarship funds. We also can assist with your client’s planned giving and testamentary bequests whether through a charitable remainder trust or charitable lead trust or simply including a charitable bequest in a will or revocable trust.
  • Gifts of Assets. Many donors are pleasantly surprised by the variety of assets that we can accept in a variety of funds that meet your client’s objectives. In this presentation, we will discuss structuring gifts of marketable securities, closely held business interests, real estate, intellectual property, retirement plan assets, and life insurance.

If you are interested in planning a presentation tailored for your firm, please call 313-961-6675 or use the following form: