Tools for you and your clients.

There are many ways we can support you and your clients. To learn more about what the Community Foundation offers, check out our resource library below. You can also contact Wes Miller for more information.

Resources

Gift acceptance policy

Suggested will and trust language

Build-a-fund

Charitable funds

Charitable giving

Give through your IRA

Wills and bequests 

Links

Fund type overview

Community Foundation funds

Community Foundation investment returns 

American Council on Gift Annuities

Professional advisor article series

Since early 2018, members of our Professional Advisors Board have been sharing helpful insights in a series of informative articles. Topics include financial and charitable planning, wills and trusts, types of insurance, leaving a legacy, and more. Read the articles below.

A Goal Without a Plan is Just a Wish
Dorothy Paris, Partner and CPA, H&S Companies

The Importance of Wills and Trusts
David Byrne, Attorney at Law

How Can You Leave the Legacy You Desire?
Cathy Kissinger and Scott Swinehart, Financial Advisors, Edward Jones

The Case for Disability Insurance
Jason DeKuiper, Owner and Insurance Agent, The White Agency

Do I Need a Will?
Todd Jacobs, Vice President and Chief Philanthropy Officer, Fremont Area Community Foundation

Don’t Leave Home Without These Important Documents
David Byrne, Attorney at Law

Contingent Beneficiary Pitfalls
Seth Wenger, Owner and Insurance Agent, The Wenger Agency

Effective Use of Your Retirement Plan or IRA
Rolly Reed, Partner and CPA, H&S Companies

Top Five Estate Planning Mistakes
David Byrne, Attorney at Law

Roth Vs. Traditional 401(k): Which is Right for You?
Cathy Kissinger and Scott Swinehart, Financial Advisors, Edward Jones

Leveraging Life Insurance for Charitable Good
David Landheer, Insurance Advisor, Landheer Insurance Agency

Long-Term Care Insurance: Can You Afford Not to Have It?
Jason DeKuiper, Owner and Insurance Agent, The White Agency

Life Events That Should Prompt a Visit to Your Financial Advisor
Cathy Kissinger and Scott Swinehart, Financial Advisors, Edward Jones

Answers to Common Probate and Trust Administration Questions
David Byrne, Attorney at Law

Qualified Charitable Contributions from IRAs
Rolly Reed, Partner and CPA, H&S Companies

What Should You Do With an Inheritance?
Cathy Kissinger and Scott Swinehart, Financial Advisors, Edward Jones

The SECURE Act and Your Retirement Accounts
David Byrne, Attorney at Law

Ideas for Thanking Your Family
Cathy Kissinger and Scott Swinehart, Financial Advisors, Edward Jones

Transferring Your IRA
David Landheer, Insurance Advisor, Landheer Insurance Agency

Cottage and Family Recreational Property Trusts
David Byrne, Attorney at Law

Charitable Giving Vehicles to Enhance Your Philanthropy
John Mousel, Financial Advisor, ChoiceOne Bank

Social Security and Retirement
Rolly Reed, Partner and CPA, H&S Companies

What the Bank Deposit Surge Could Mean for You
Seth Wenger, Bank Director and Owner, Wenger Insurance

Wondering What To Do With Retirement Savings From a Former Employer’s Plan?
Casie Eitniear, Financial Advisor, Raymond James Financial Services, Inc. and Karsten Financial Group

Digital Assets and Estate Planning in a Digital World
Trevor Mason and David Malson, Attorneys, Barnes & Thornburg, LLP

Priceless Money Lessons for Kids: Financial Literacy is a Gift That Lasts a Lifetime
Casie Eitniear, Financial Advisor, Raymond James Financial Services, Inc. and Karsten Financial Group

Time for a Business Check-Up
David Byrne, Attorney at Law

Give a Gift that Makes a Big Difference
David Byrne, Attorney at Law

Supercharge Your Charitable Gift with Life Insurance
David Landheer, Insurance Advisor, Landheer Insurance Agency

Shred Me, Shred Me Not: Which Documents to Keep and Which to Toss (Safely!)
Casie Eitniear, Financial Advisor, Raymond James Financial Services, Inc. and Karsten Financial Group