For Professional Advisors
The Community Foundation of Marquette County values the work of the professional advisors in our communities. Your expertise gives people peace of mind and helps benefit their future, the future of their heirs, and in many cases, the future of the communities they love. Charitable planning with your clients is good business. It broadens and differentiates your services, helps create a strong bond with your clients, and serves your clients and the community. Among the many advantages of working with us, the Community Foundation of Marquette County and its affiliates, offer the professional advisor:
A cost-free resource for charitable planning
Since 1988, we have worked with estate planners, financial advisors, accountants and attorneys to help their clients with charitable giving and planned gifts.
A philanthropic partner that embraces your practice
We never look to eclipse your role—we want to enhance it. We all benefit from the strongest possible relationship between you and your client. We know you want to ensure that your clients get the most out of their financial planning. We can provide you with the resources to help your client make an impact on their community through charitable planned giving.
We help you build stronger relationships
We work through you. You stay in control of your client relationships; we’re here to help you serve your clients’ charitable giving needs.
We partner with you. We provide support, information, and expertise around charitable giving options; think of us as your personal planned giving center.
We help you build stronger relationships. Your clients will appreciate the charitable impact and tax advantages you help them achieve by working with a community foundation.
We help you connect across generations. When you help families establish an advised fund at their community foundation, you begin an ongoing process of involvement with current and future generations.