PROFESSIONAL ADVISOR RESOURCES
Professional advisors – including attorneys, accountants, financial planners, insurance agents and other professionals – are valued partners in the charitable giving process. The Saginaw Community Foundation can serve as a valuable resource on giving options.
At no cost to you or your clients, we can:
• Consult on avenues to give to help meet charitable and financial goals
• Calculate a charitable gift annuity
• Handle the transfer of appreciated securities, life insurance and other complicated assets
• Provide materials about the foundation, charitable giving strategies, fund types and community needs
• Give presentations about charitable giving, community needs, our grantmaking priorities, planned giving or another topic tied to our mission
• Talk to you one-on-one or to a group about how to discuss charitable giving with your clients
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General Advice
Saginaw Community Foundation can help you with your clients’ charitable giving needs and strategies. Learn more by using the following resources:
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Type of Funds
Whether you donors have a specific charitable passion or simply have the desire to make an impact, Saginaw Community Foundation has a fund type to meet any philanthropic need.
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Wills, Gift Annuities & Trusts
There are many ways to leave a personal legacy with Saginaw Community Foundation. Our experts are here to help guide you with your bequests.
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Giving Assets
Charitable donations can be realized in many different forms. Real estate, appreciable stocks or naming Saginaw Community Foundation as a beneficiary on a life insurance policy are all possibilities. Learn more below:
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Sample Legal Language
We’ve made it easy to leave a bequest to the Saginaw Community Foundation in a will with sample legal language passages for your clients to use.