Professional Advisors
As a professional advisor, you are in a unique position to not only guide your clients through a critical financial needs assessment but also help them achieve their charitable goals.
If you’re not discussing charitable giving with your clients, you may be missing an opportunity to add value to the services you already provide.
What CMF Can Do For You
In addition to our essential guide for professional advisors Establishing A Charitable Foundation in Michigan, we would like to help answer any questions you have. Please contact Barbara Dryer, Membership Coordinator, for more information.
In This Area
- Explore Giving Options
Practical guidance on ways to give and a comparison of three distinct types of organized giving: starting a private foundation, creating a fund within a community foundation, or developing a corporate giving program or corporate foundation. - Glossary of Philanthropic Terms
New to philanthropy? Learn the basics with our helpful glossary of philanthropic terms, compiled from the very best resources on the Web.
Materials
- The Ten Most Important Charitable Planning Tips for 2008 [PDF]
An indispensable research and planning guide for those involved with planned giving, The Top Ten Most Important Charitable Planning Tips For 2008, by Kathryn Miree & Associates, is provided compliments of the Grand Rapids Community Foundation and Fifth Third Bank. Topics include: The Current Climate for Planning; Recent Charitable Planning Developments; Ten Top Charitable Planning Ideas for the Current Environment; Talking to Clients About Charitable Planning. It should be noted many of the planning tips will be useful beyond 2008. - Establishing A Charitable Foundation in Michigan
Everything an attorney, CPA, investment advisor or estate planner needs to know about creating a private foundation or public charity. Order online. - Giving & Volunteering in Michigan [PDF]
Highlights of a 2009 survey conducted to better understand Michigan residents' charitable giving and volunteering and their perception of nonprofits. - Donor-Advised Funds Fastest–Growing Giving Vehicle In Michigan & U.S., New Study Shows
Posted: 11/30/2007 - CMF NewsWire
More Resources
- State of Michigan - Attorney General's Charitable Trust Section
Procedures & requirements; laws & statutes; forms; e-filing of IRS Form 990; resources and tools provided by the state entity charged with licensing and supervising charitable trusts in the state of Michigan. - National Center for Family Philanthropy
The mission of the National Center for Family Philanthropy is to promote philanthropic values, vision, and excellence across generations of donors and donor families. - Building Client Relationships Through Philanthropy
Practical guide from New York Regional Association of Grantmakers that explains how you can add value to your relationships with clients by helping them develop a thoughtful and strategic plan that will increase the impact of their generosity. - The Philanthropic Initiative (TPI)
TPI, a nonprofit philanthropic consulting firm, provides many web-based resources designed to help legal and financial advisors engage and support their clients around charitable giving. - forgoodforever.org
Learn about Michigan community foundations - find your local community foundation.