Are you looking for ways to integrate your clients’ financial and estate planning with charitable giving?
We can help your clients define their charitable goals and achieve them with a personalized giving plan through Lakeshore Community Foundation. Whether it’s a donor-advised fund to support their favorite charities or an estate gift to establish a charitable endowment in their name, we listen to what your clients envision for their philanthropy and work to transform those visions into reality.
Please visit the following resources and contact us for additional information on how you can effectively and efficiently help your clients achieve their charitable goals by partnering with Lakeshore Community Foundation.