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

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Professional Advisor Blog

Donating business interests: Why a fund at the Wayne County Foundation is the ideal recipient

Jun 18, 2025

If your client base includes business owners, you probably weren’t surprised by this observation in a recent Wall Street Journal article about the “stealthy wealthy”: “Behind a paycheck, the largest source of income for the 1% highest earners in the U.S. isn’t being a...

More questions than answers: Pending tax legislation

Easier than you might think: Moving a donor-advised fund to the community foundation

Jun 18, 2025

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,...