Elevate Your Practice as a Professional Advisor
Get strategic support for clients and their charitable giving goals.
Helping your clients give back can be complex.
As a trusted advisor, you can help clients make important financial decisions. But when it comes to charitable giving, your job isn’t always easy.
Uncertain Giving Plans
Clients want to give but aren’t sure how to maximize their impact.
Simplifying Appreciated Assets
Managing stocks, real estate and other assets for philanthropy shouldn’t be complicated.
Complex Strategies, Limited Time
As an advisor, you have expertise, but charitable giving requires specialized tools and tailored solutions that take a lot of time and focus to prepare.
Trusted, Non-Competitive Partnership
You need a way to enhance your services and support — without added complexity, competition or cost!
Simplifying Charitable Giving for Advisors
Kalamazoo Community Foundation is ready to support your work with clients. At no cost to you or your clients, we offerPersonalized Consultations
Get guidance for you and your clients on philanthropic strategies tailored to their financial and charitable goals.
Educational Resources
Access printed materials, fund guides and giving strategy insights to help inform decision making.
Planned Giving Support
Take advantage of free illustrations and calculations to to make planned giving strategies easier to understand.
Asset Transfer Assistance
We can support or completely manage the transfer of appreciated securities, real estate and other complex gifts.
Download our professional advisor toolkit.
Gain in-depth insights on philanthropic planning, giving options and strategies that align with your clients’ financial objectives.
Advisors, Work Hearter D (Not Harder)
When you partner with Kalamazoo Community Foundation, you help your clients leave a lasting impact while making your job easier. Together, we can ensure your clients’ charitable visions become reality, strengthen our community with sustainable funding for causes that matter, and simplify the giving process while maximizing benefits for your clients and their families.More Reasons Professional Advisors Love Working With Us
Enhanced Client Relationships
Deepen your client connections by helping them achieve their charitable goals.
Complex Giving Simplified
We take care of the logistics so you can focus on your clients’ broader financial plans.
Tax-Efficient Giving
Help clients maximize tax benefits while supporting causes they care about.
No Cost, No Conflict
Our services are free, and we do not compete with advisors.
Our Professional Advisor Network Is Always Growing
Kalamazoo Community Foundation recognizes the importance of professional advisors in the charitable gift process, and we gratefully acknowledge a growing roster of dedicated professionals who work with us to benefit Kalamazoo County.
Meet Our Network Advisors
Nicole Asher* Greenleaf Trust
Nick Boyd* Primerica
John Brink Brink Key & Chludzinski PC
Jeffrey S. Cole Cole Gavlas PC
Ryan Daus Daus Financial Services
Mark Denenfeld* Rose Street Advisors
Michael Dombos Lewis Reed & Allen PC
Kurt Droppers R.W. Baird & Company
Michelle L. Eldridge Clear Ridge Wealth Management
Erin Gallagher* Seber Tans, PLC
Ean Hamilton Hamilton Law, PLC
Philip E. Hamilton* Hamilton Law, PLC
Brad Harrison Huntington Bank
Kevin Haverdink Haverdink Financial Management
Michael Holmes DeMent & Marquardt PLC
Oliver Howell Howell Parfet Shau
Darlene Hybels* Raymond James
Aimee Jachym* Miller Johnson
Kevin Jawahir Greenleaf Trust
Joe Kiser* Old National Bank
John Kuiper HFG Advisors, Inc.
Dori Kunkle Fisher Spiegel, Kunkle & Gerber PC
Daniel B. Liehr Private Wealth Advisor
Charles E. Martell Charles Martell PC
William Millard* DeMent & Marquardt PLC
Clifford Mulder Raymond James
Brian Mullally TruNorth Capital Management
Charlie Ofstein DeMent & Marquardt PLC
William R. Oudsema Attorney
Sydney Parfet Howell Parfet Shau
Craig Platt Rose Street Advisors
Sabrina Pritchett-Evans* State Farm Insurance
Charles A. Prudhomme* LVM Capital Management LTD
Gerald L. Reed Ameriprise Financial Services, Inc.
Jeff K. Ross Jeff K. Ross Financial Services
John Schoolman TruNorth Capital Management
Mike Shields Lewis Reed & Allen PC
Joe Splendorio CWS Financial Advisors
Lindsey Splendorio CWS Financial Advisors
Nancy Springgate* James & Springgate PLC
Greg St. Arnauld Lewis Reed & Allen PC
Tyler Stewart* DeMent & Marquardt PLC
Danielle Streed Danielle Streed & Associates, PLLC
Eric Tiller Raymond James
Jack Ullrey* Seber Tans, PLC
James R. Valk Jansen Valk Thompson Reahm
Craig A. Vander Molen LVM Capital Management LTD
William D. Vander Salm CPA, Attorney-at-Law
Jack VanSlambrouck Miller Canfield Paddock & Stone PLC
Andrew J. Vorbrich* Lennon, Miller, Taylor & Bartosiewicz PLC
Charles Wattles Long Road Investment Counsel, LLC
Janene Weathers Pirbhai Merrill Lynch Wealth Management
Timothy M. Wendt, CFP Plante Moran
Michael Willis Willis & Willis PLC
Daniel Youngs HFG Advisors, Inc.
*Members of our Professional Advisors Council volunteers are indicated by an asterisk.
Interested in a Joining our Professional Advisor Network? As a member, you can count yourself among a group of local, like-minded professionals committed to guiding their clients in meaningful philanthropy.
Kalamazoo Community Foundation
Local Investment Manager Program
As a professional advisor, you have the unique opportunity to partner with KZCF to help your clients make a lasting community impact. For clients looking to begin their philanthropic journey, our Local Investment Manager Program provides a seamless option that keeps you in the driver’s seat. This program allows your clients to establish a charitable fund with KZCF and request that you continue to manage their assets. It strengthens client relationships, integrates philanthropy into their financial strategy and ensures their giving is guided by your trusted expertise.Let’s Be Partners in Philanthropy — Start Here!
Schedule a Conversation
Complete the contact form to let us know how we can best help you and your clients.
Determine Your Path — Together
We’ll spend some time discovering where our resources and expertise best align with you and your clients’ needs.
Let the Legacy-Building Begin!
Our goal, like yours, is for clients and donors to feel supported as they express their philanthropy in our community.
Schedule a chat – our Philanthropic Services & Development team is ready to assist.
Resources & Insights for Advisors
The Power of Purpose: Encouraging Charitable Giving in Estate Planning
Kalamazoo Community Foundation (KZCF) understands the value of making sure professional advisors’ clients are clear about how impactful estate gifts can be.
Donor-Driven Philanthropy
Everyone has a heart for giving and should be empowered to make an impact.
Helping Your Clients Get Organized: Structure is a critical step in multi-generational philanthropy
Instilling the idea of charitable giving in children and grandchildren may appear to be easy, but questions can quickly arise about where to start and how to keep things going. It seems that wealth advisors are being asked by their clients to weigh in on strategies...
