We’re here to make things easier for you and more meaningful for your clients, whether you’d like us quietly supporting behind the scenes or joining the conversation right at the table.
By opening the door to conversations about giving — both now and in their legacy planning — you help them achieve their goals while making a real difference close to home.
By partnering with the Lenawee Community Foundation, we’ll help them explore charitable options that align with their values and provide lasting impact, whether supporting local nonprofits, addressing community needs, or leaving a legacy that benefits Lenawee County for generations to come.
How We Can Support You
- A helpful partner: You can give money directly to the foundation. It can be a little or a lot—every bit makes a difference for Lenawee County!
- Working together: We’re glad to meet with you and your client, or just give you the tools to guide the conversation yourself.
- Keeping trusted relationships: Clients can continue working with you as their financial advisor while also creating a charitable fund through the Foundation.
Together, We Make Lenawee Stronger
Join us in supporting local nonprofits, students, and community initiatives that help our neighbors thrive.
Contact us to learn more about:
- Strategic Estate Planning
- Evaluating Alternatives to Private Foundations
- Contributing to an Existing Fund
- Establishing a Fund
- Individually Managed Funds
- Leaving a Personal Legacy
- Endowment Giving
- Benefits of Giving to the Lenawee Community Foundation
2025 Action Required: Last Call for Current Tax Rules
A Key to Client Retention: Consider Charitable Planning
