Why professional advisors partner with the Community Foundation

Estate planners, tax advisors and other professionals trust us to help their clients with charitable giving. 

We are:

  • Client-centric

  • Experts on local nonprofits and community needs

  • Savvy about how to maximize charitable tax benefits

We support you by helping your clients:

  • Establish and name a fund of their own

  • Make gifts of cash, securities, real estate and other gifts to their own fund or existing funds at the Foundation

  • Plan how they want final charitable gifts to be made to leave their legacy

Giving Options

How to recommend charitable giving without recommending a specific charity

You may be reluctant to recommend a specific charity to your clients. We understand. The Community Foundation represents all charities and manages more than 460 funds. Take a look at our advisor toolkit and our advisor FAQ, then contact us.



Thank you to the following professional advisors who have entrusted their clients to the Community Foundation, resulting in new funds and/or planned gifts:

 
     

Deb Bauer
Raymond James

    

Nancy Elwood
Merrill Lynch
 

    

Charley Janssen
Foster Swift 

    

Molly Petitjean
Buhl, Little, Lynwood
& Harris

 

John Bos
Chalgian & Tripp

Tina Ferland
Plante Moran
 

Nancy Little
Buhl, Little, Lynwood
& Harris

Lee Reimann
Willingham & Coté

 

Arlyn Bossenbrook
Bossenbrook Williams

Richard Greene
Greene Wealth
Management

Katie Lynwood
Buhl, Little, Lynwood
& Harris

Jerry Sutton
Sutton Advisors

 

David Brogan
Brogan, Reed, Van Gorder
& Associates

Chuck Hillary
Hillary Lyons Associates
 

Douglas Mielock
Foster Swift 

Marlaine Teahan
Fraser Trebilcock

 

Rosemary Buhl
Buhl, Little, Lynwood
& Harris

Mark Hooper
Andrews Hooper Pavlik
 

Melisa Mysliwiec
Fraser Trebilcock

Amber Terakedis
Plante Moran

 

Jack Davis
Loomis Law

Robert Hughes
Principal Financial

Patricia Ouellette
Lowe Law Firm


If you've referred clients to the Community Foundation who have set up new funds or planned gifts and are not included in the above list, please contact us so we can be sure to recognize you in the future.

 

It is such a pleasure to team with the exceptional staff at the Community Foundation when I’m developing and implementing my clients’ charitable goals. The Foundation is an invaluable resource in mid-Michigan. They make it easy for my clients to go from being well-intentioned, check-writing supporters of causes they care about to being philanthropists for our community.”

— Charles Janssen, attorney and shareholder, Foster Swift

Contact Information

330 Marshall St. | Suite 300 | Lansing, MI 48912 | Directions
P: (517) 272-2870 | F: (517) 272-2871 | Email Us

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