Tax Information   Foundation Options   Gift Procedures   Planned Giving Services

Professional advisors can receive assistance in serving their clients through a variety of options available at the Community Foundation. We are ready to partner with you whether your client is looking to make a direct gift or a planned gift.

The Community Foundation offers high-quality professional consultation and other planned giving assistance so that you can effectively and efficiently address the needs of your clients. Some of our services include:

• The Planned Giving Center^SM which provides technical assistance, information and support to donors, their professional advisors and representatives of area nonprofit organizations as they explore and complete planned gifts. Services provided include professional staff consults either by phone or in person, meeting facilities, and illustrations of gift scenarios.
• Planned Giving Design Center (www.pgdc.com/usa/) which is made available free of charge to provide up-to-date information on charitable giving. The Planned Giving Design Center web site provides a searchable database of articles, Internal Revenue Service documents and other current information on various charitable and planned giving matters, online gift illustrations, notifications of tax and legal changes related to charitable gift planning, and downloadable planned gift form documents Most services offered by the Planned Giving Center^SM at the Community Foundation are provided at no charge. For requests that require a significant allocation of resources, nominal fees may be charged.

*Disclaimer: The Planned Giving Center^SM and the Planned Giving Design Center strive to provide accurate and authoritative information regarding charitable gift planning. This information is provided with the understanding that neither the authors of the Web site nor the staff or other representatives of the Community Foundation for Southeast Michigan are engaged in rendering legal, accounting, tax, investment or other professional advice. The Planned Giving Center^SM, the Planned Giving Design Center and the related Web sites make frequent reference to written determinations, including private letter rulings, determination letters and technical advice memoranda. Those utilizing the Planned Giving Center^SM and the Planned Giving Design Center are cautioned that these determinations are applicable only to the individual requesting them and, therefore, cannot be cited as tax precedent. If legal advice or other expert assistance is required, the services of a competent professional should be sought.