Advisor Resources

Your clients belong to a unique generation … the most generous in history. Their assets contribute to Genesee County’s $33 billion in private wealth.

In the next several years, Genesee County stands to lose much of that capital as it transfers to heirs who live outside our community. You can help preserve our local assets by having a conversation about charitable giving with your clients.

You could recommend a charitable gift with favorable tax implications. Many people choose to give stocks or other highly appreciated assets during their lifetime and designate 401(k), IRA, or other retirement assets upon their death.

Planning an estate gift allows your client to strategically accomplish both financial and charitable objectives. For some people, a significant gift during their lifetime can be financially challenging – since they may be uncertain about their health, wealth and personal commitments. An estate gift may make more sense.

We offer a variety of resources to meet your client’s charitable interests. Whether we are a silent partner or an active participant with you and your client, we can provide gift acceptance expertise and technical assistance.

• A Guide for Donors and Their Advisors (.pdf)
• Donor Gift of Stock Form (.pdf)
• Funds – Minimum Fees (.pdf)
• Legacy Agreement (.pdf)
• Sample Testamentary Language (.pdf)