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

Three clients. Three solutions. One common theme.

Three clients. Three solutions. One common theme.

We’ve rounded the corner into the fourth quarter! As the calendar year draws to a close, you’re likely well aware that charitable giving is not only important to your clients as an act of generosity, but also as a powerful tool in tax planning.  Consider the...

Inherited IRAs: A charitable solution?

Inherited IRAs: A charitable solution?

Remember the good old days when your clients could withdraw the money they inherited in their parents’ IRAs over the course of their lifetimes, thereby deferring the income tax for as long as possible? This so-called “stretch IRA” was largely eliminated by the SECURE...

Charitable giving: Two reasons to celebrate, three steps to engage

Charitable giving: Two reasons to celebrate, three steps to engage

There’s a lot to celebrate in October!  National Estate Planning Week For many attorneys, financial advisors, and CPAs, estate planning is part of your client conversations every single month, week, and day of the year. You never hesitate to remind clients to...

Rebecca-Gilliam

Interested in working with us?

Contact Rebecca Gilliam, Foundation Executive Director

Phone: 765-962-1638

Email: rebecca@waynecountyfoundation.org