Creating a lasting legacy for your clients begins with a conversation.
Many Newaygo County philanthropists recommend the Community Foundation as the best choice to fulfill their charitable goals and passions due to our expertise, flexible giving options, and deep roots in the community. Working with the Community Foundation also offers your client real tax advantages.
We can provide you with information and resources to start the conversation about charitable giving options with your clients. By joining with us as your trusted partner in philanthropy, your clients can create a lasting legacy in the community they love.
Professional Advisors Board
Our partnerships with professional advisors have been helping community members fulfill their charitable goals for decades! That’s why we created our Professional Advisors Board in 2014. They provide strategic planning, guidance, and serve as liaisons to our entire network of advisors. The board includes a diverse group of advisors, from estate planning attorneys to CPAs to financial planners.
David M. Byrne
Attorney at Law
Owner and Insurance Agent, The White Agency
Senior Branch Manager, Gerber Federal Credit Union
Partner, Ross Accounting
Financial Advisor, Karsten Financial Group
Insurance Advisor, Landheer Insurance Agency
Dianne M. Longoria
Attorney at Law
Attorney, Murphy Caris & Miller P.C.
Financial Advisor, ChoiceOne Bank
Partner and Certified Public Accountant, H&S Companies
Financial Advisor, Edward Jones
Owner and Enrolled Agent, Crossroads Business Services
Owner and Insurance Agent, The Wenger Agency