Resources for Advisors

As your Community Foundation, what we do is simple: we are the Local Giving Partner for you and your clients.

We work with you to help serve your clients' philanthropic interests and achieve the lasting impression they desire by:

• Working through you.
• Providing support, information, and expertise around charitable giving options.
• Helping you build strong relationships.
• Helping you connect across generations.
• Working with you to find solutions.
• Offering giving options that are as broad in scope as your client’s interests.

To learn more about how we work with you to match your clients' passions with purpose, review the resources provided below or contact our Donor Services Manager, Pam Amundsen, at 231-935-4066 or pamundsen@gtrcf.org.  

Resources for Advisors

• Planned Giving Ways to Give, a simple "how-to" for planned giving.
• Diverse Giving Options, a one-page summary for you and your clients on giving options through your Community Foundation. 
• Donor Advised Funds, a one-page summary for you and your clients on giving through a Donor Advised Fund.