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Giving : Professional Advisors : Gift Procedures

Tax Information   Foundation Options   Gift Procedures   Planned Giving Services

You and your clients should find making a gift to the Community Foundation as simple and as hassle-free as possible. You and your clients can make a gift to the Community Foundation at any time - at once or over the course of several years. The Community Foundation can accept gifts of almost any kind, including:

  • Cash
  • Marketable securities, including stocks, bonds and mutual funds
  • Restricted stock and IPOs
  • Real estate, mortgages and notes
  • Closely-held businesses, including partnerships and limited liability company interests
  • Life insurance policies

Please call us at (313) 961-6675 to learn how to make any of these contributions. You can also review our Procedures for Making a Gift (Download Adobe PDF Document) for assistance with gifts of cash and marketable securities. For your convenience, we also have available a sample letter for electronic transfer of securities (Download Adobe PDF Document)

Most people transferring cash or marketable securities will only need the Procedures for Making a Gift. However, if you are transferring stock in certificate form, you will also need stock power (Download Adobe PDF Document) and disclaimer (Download Adobe PDF Document) forms.