Through our partnership with the Council of Michigan Foundations, we are happy to offer the following materials to assist you in your discussions of charitable giving with your clients.

Giving Advice on Charitable Giving

 Listening for Charitable Opportunities
 Optimizing Charitable Giving
 Deciding to Give


Ways to Give
These handouts go into further detail about several of the most popular planned giving strategies available.

Giving via Instruments
Overview
Bequest by Will
Charitable Gift Annuity
Charitable Lead Trust
Charitable Remainder Trust
Giving via Assets
Real Estate
Life Insurance
IRA Donation


Sample Legal Language 
Legal language templates regarding donor gifts and the creation of funds are provided to assist you in creating these legal documents.

These sample documents were developed by Duane L. Tarnacki, Esq., counsel for the Council of Michigan Foundations and attorney with Clark Hill P.L.C. in Detroit, Michigan.

The documents were made possible through the community foundation project of the Council of Michigan Foundations supported by grants from the W.K. Kellogg Foundation, the Charles Stewart Mott Foundation and the Council of Michigan Foundations' community foundation members.

Sample Will Language 
Creation of a General Purpose Fund
Creation of a Designated (Agency) Fund

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