Charitable Estate Planing Information & Assistance
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Partnering with the Community Foundation for Muskegon County
Whether interested in tax relief, building a family tradition of giving, or finding an effective alternative to a private foundation, professional advisors play a key role in guiding clients in an expression of their philanthropic spirit.

Charitable giving offers specific tax advantages that can help clients achieve financial, personal, or business goals. By encouraging your clients to consider the Community Foundation, you are not recommencing a charity but a service organization through which your client can receive the full benefit of their contributions while supporting a specific charity or multiple causes of their choice. Since the Community Foundation is both permanent and flexible, donors are assured that the spirit of their generosity will endure, forever.

With 40 years of experience in serving donors, the Community Foundation for Muskegon County is Muskegon's philanthropic service organization and the resource for efficient and rewarding charitable giving in the area.

The Foundation provides numerous options for establishing charitable funds based on your client's interests and desired level of involvement. Through a variety of gift planning options, we can help you serve your clients in making bequests, creating funds, and trusts that will carry out their dreams and wishes.

In cases where the Community Foundation will be the beneficiary of a trust or bequest, we encourage you to speak with us before finalizing the will or trust language. Often we can simplify the charitable designation and simultaneously articulate your client's specific wishes. Our staff is always happy to help you draft language or review language that provides a designation for the Community Foundation.

Useful information about our services and capabilities can be found in this website. Giftlaw is a web-based tool for professional advisors interested in charitable gift planning strategies. It includes overviews of new legislation and legislative proposals, summaries of recent IRS private letter rulings, recent court decisions, and case of the week presentations.

When you help your clients include philanthropy in their financial and estate planning, you are helping improve the quality of life in Muskegon County for everyone, now and for generations to come.

We welcome your inquiries on behalf of your clients who wish to work with the Community Foundation to address their charitable giving, tax and estate planning objectives.

For more information about our services for professional advisors, please contact:

Please call Bob Chapla - Vice President Development
or Chris McGuigan - President

Community Foundation for Muskegon County
Tel: 231.722.4538