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
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After the holiday glow has finally worn off, your clients may be hit with a sinking realization that it’s time to pull together tax information and start working with their CPAs, financial advisors, and tax attorneys on the filings for last year and start checking in...
“If this, then that”: Scenarios to consider
As attorneys, CPAs, and financial advisors, you are well aware that you have clients’ attention when tax season rolls around. This makes it a great time to cover tax planning strategies for the current year and beyond. To help incorporate charitable giving...
Love local causes? The Wayne County Foundation is the place
Most of your philanthropic clients likely support a wide variety of charities year after year. The causes they support represent a range of motivations, including personal experience, a role as a volunteer or board member, family tradition, or alignment with values...
Interested in working with us?
Contact Rebecca Gilliam, Foundation Executive Director
Phone: 765-962-1638