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
Legal Developments We’re Watching
As your go-to resource for charitable giving techniques, the Wayne County Foundation team pays close attention to best practices in addressing the broad range of your clients’ charitable intentions to support both near-term and long-term community needs. This includes...
Advising the Charitable Millionaire Next Door
At the end of 2024’s first quarter, an estimated 485,000 Americans could count themselves among the so-called “401(k) millionaires,” meaning the balance in their employer-sponsored retirement plans has reached the $1 million level. Thanks in part to stock market...
I have an Attitude of Giving and Gratitude
In this blog Rebecca Gilliam, Foundation Executive Director, discusses the importance of charitable giving and strategies to help you get started. Charitable Giving It’s easy to get caught up checking boxes on our to-do list and forget the impact that giving and...
Interested in working with us?
Contact Rebecca Gilliam, Foundation Executive Director
Phone: 765-962-1638