Helping your clients reach their charitable goals.
We consider all professional advisors—attorneys, accountants, financial planners, insurance agents, and other professionals—to be our partners in the giving process. 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.
To learn more about what the Community Foundation offers, check out our resource library below and browse our professional advisors article series. You can also contact Wes Miller for more information.
Resources and information
Suggested will and trust language
Links
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
Exciting 529 Updates: 529 Plans to Roth IRAs
Casie Eitniear, Financial Advisor, Raymond James Financial Services, Inc. and Karsten Financial Group
Estate Planning: How Will the Story End?
David M. Byrne, Attorney at Law
Your Auto Insurance and Medicare
Jason DeKuiper, Owner and Insurance Agent, The White Agency
