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

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Our monthly Professional Advisor Newsletter delivers the latest insights and trends for you and your clients. 

Professional Advisor Blog

Charitable Strategies for Ultra-High Net Worth Families 

Charitable Strategies for Ultra-High Net Worth Families 

Charitable giving is always an important strategy to discuss with your clients. Many high-net-worth individuals are philanthropic, of course, and charitable gifts reduce taxable income and avoid estate taxes. Charitable giving strategies are particularly relevant as...

The Election Won’t Immediately Change Tax Laws

The Election Won’t Immediately Change Tax Laws

Many eyes are on the election aftermath seeking clues about what might happen to the tax laws. Of particular interest is the much-analyzed sunset of the higher estate tax exemption, scheduled for the end of 2025 absent intervening legislation. “Absent intervening...

Into the Great Unknown 

Into the Great Unknown 

Humans crave certainty, and that is certainly not what we have right now during election season, especially where taxes are concerned.  Your clients who support charitable causes may be wondering how the election outcomes might impact their philanthropic plans....

Rebecca-Gilliam

Interested in working with us?

Contact Rebecca Gilliam, Foundation Executive Director

Phone: 765-962-1638

Email: rebecca@waynecountyfoundation.org