Advisors
Kalamazoo Community Foundation is ready to support your work with clients. At no cost to you or your clients, we can:
- Consult with you and your clients on ways KZCF can help them meet their charitable and financial goals.
- Provide printed materials about giving through KZCF, including information on a variety of fund types and giving strategies.
- Offer strategies for discussing charitable giving with your clients.
- Provide free illustrations for charitable gift annuities and charitable remainder trusts. We also can provide sample documents for various planned giving vehicles.
- Handle the transfer of appreciated securities, life insurance and other complicated assets.
Instructions for making a wire transfer, gift of securities, and other assets.
KZCF Giving Guide
Get familiar with the benefits of giving with the Kalamazoo Community Foundation and learn more about giving options that fit your client's vision.
Download Our Professional Advisor Toolkit
Our toolkit for professional advisors has in-depth information on discussing philanthropic plans with your clients, the advantages of working with the community foundation and our funds and services.