Professional Advisors
Working with the Foundation
The Wayne County Foundation regularly works with professional advisors and their clients.
Whether it be establishing a fund or estate planning, we can help your clients achieve their philanthropic goals. Working with the Foundation simplifies the charitable giving process and allows your clients to maximize the impacts of their philanthropy.
Impactful philanthropy requires collaboration. Together, we can give your client the opportunity to leave a lasting legacy in the community.
Ways We Can Help
Here are some of the ways we can work with your clients:
- Understanding charitable goals
- Flexible giving options
- Maximizing tax benefits
- Estate planning
- Gift administration and planning
Resources and Documents
Here are some helpful documents and resources
Advisor Managed Funds
In certain situations, Donors that establish funds can choose to recommend their investment advisor toto manage the investments of their charitable fund. This allows donors to continue to work with you, their trusted advisor, while benefiting from the Wayne County Foundation’s resources and expertise.
The Wayne County Foundation offers a variety of giving options, resources and guidance to help support your client’s philanthropic impact while achieving beneficial tax outcomes.
Professional Advisor Newsletter
Stay ahead in philanthropy!
Our monthly Professional Advisor Newsletter delivers the latest insights and trends for you and your clients.
Professional Advisor Blog
What’s new in the numbers: A checklist for charitable tax rules in 2026
Well before 2025 made way for 2026, you were probably already tracking the various IRS thresholds that are subject to adjustment, as well as the impact new tax laws will have on planning techniques. But have you thought about how each of these thresholds might relate...
Keep going: Why donor advised funds are still essential
For many CPAs, estate planning attorneys, and financial advisors, the end of 2025 brought a whirlwind of charitable planning activity among high-earner clients. That’s because many taxpayers wanted to maximize the tax benefits of their charitable donations before the...
Case study: A QCD conversion in action
If you know the basics of Qualified Charitable Distributions (QCDs) but have a hard time envisioning exactly what to say and do when they come up in a client conversation, you’re not alone. Whether you’re an attorney, CPA, or financial advisor, at some point you will...
Interested in working with us?
Contact Rebecca Gilliam, Foundation Executive Director
Phone: 765-962-1638