Affiliate Foundations:

Advisor Resources

  • We Work Through You. You stay in control of your client relationship. We are here to help you serve your clients' charitable giving needs.
  • We Partner With You. We provide support, information, and expertise on charitable giving options.
  • We Help You Build Stronger Relationships. Your clients will appreciate the charitable impact and tax advantages you help them achieve by working with a community foundation.
  • We Help You Connect Across Generations. When you help families establish an advised fund at the Foundation, you begin an ongoing time of involvement with current and future generations.

Please contact the Foundation for sample fund agreements and giving language. Fund agreements can be written to create funds that are permanently endowed, non-endowed (principal can be spent) or for special projects. For fund types please see our Make A Gift page under establish a new fund.

We thank all of the advisors in the area who have counseled clients on charitable giving through the Sturgis Area Community Foundation. Without your efforts the Foundation could not have returned as many grant dollars as we have to Sturgis and the surrounding communities. We look forward to our continuing partnership on behalf of the community.

 


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