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.

Learn More About Advisor Managed Funds