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
Gifts of artwork: Worth a look, but be careful
If you’ve noticed a surprising uptick in recent years among your younger clients investing in artwork, it is not your imagination! A survey of 1,007 U.S. high net worth individuals (each with at least $3 million in investable assets) found that 83% of respondents aged...
Quiet types: Spotting clients who prefer to give anonymously
At the Wayne County Foundation, we’re dedicated to helping your clients achieve their charitable goals. As you continue (or begin) conversations about charitable giving with your clients, one important question often arises: How would your clients like their giving to...
Timing is everything: Mapping Giving Plans
It’s never been easy to navigate the ever-shifting tax rules to help clients structure charitable gifts, and now it’s even trickier. Major changes under the One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, are creating complexity, opportunity, and,...
Interested in working with us?
Contact Rebecca Gilliam, Foundation Executive Director
Phone: 765-962-1638