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
More questions than answers: Pending tax legislation
There’s little doubt that you’ve seen extensive news coverage of the so-called "Big Beautiful Bill" (H.R. 1) that passed the House of Representatives by a 215-214 vote on May 22, 2025, and now moves to the Senate, where significant changes are expected before final...
Easier than you might think: Moving a donor-advised fund to the community foundation
As you advise clients on charitable giving, you’re likely aware of the growing popularity of the donor-advised fund as a flexible, tax-efficient tool for philanthropy. Many families appreciate how donor-advised funds can streamline giving, foster family engagement,...
Refresher course: Charitable gift annuities
If you are fielding questions about charitable gift annuities (CGAs) here are some reasons they may be on your client’s mind: A $54,000 opportunity Word is finally getting out about the availability of a one-time Qualified Charitable Distribution...
Interested in working with us?
Contact Rebecca Gilliam, Foundation Executive Director
Phone: 765-962-1638