Let's Get Started

Your charitable giving priorities are unique. They represent your individual concerns, interests, and aspirations. Giving is personal. We start with you.
  
  • Are you passionate about your community?
  • Do you support charitable organizations within your community?
  • Are you interested in creating a personal or family legacy in your community?
  • Are you considering a private foundation, but are concerned about cost and administrative complexity?
  • Would you like to remain involved in the use of your charitable dollars?
  • Do you want to receive maximum tax benefits under federal law for your charitable contributions?
  • Do you place a priority on sound financial and administrative management of your charitable contributions?
  • Are you interested in providing for your community in ways that have impact both now and into the future?

If you answer "yes" to any of these questions, we can help you. We accept a variety of assets and offer an array of funds to fit your charitable priorities. Whatever your means, whatever your goals, whatever your passion, we can help you realize your charitable aspirations. Together, we will continue to build stronger, more vibrant communities.

How it Works

IT STARTS WITH Individual Businesses Advisors Nonprofit
CLIENTS
  INDIVIDUALS AND FAMILIES   BUSINESSES PROFESSIONAL ADVISORS NONPROFIT ORGANIZATIONS
           
            
WITH A Arts Community Wellness Education Environment
PASSION
  ARTS COMMUNITY WELLNESS EDUCATION ENVIRONMENT
           
           
WHO USE THEIR Cash Securities Insurance
CASH
SECURITIES
RETIREMENT ASSETS
INSURANCE
BEQUESTS
GIFTS
           
           
TO We work with you and your professional advisor, if you wish, to help you achieve your charitable goals during and after your lifetime, through your fund, which is governed by an agreement between you and the Foundation. Hand
CREATE
FUNDS
           
           
THE FUNDS ARE stocksr The gifts are invested with a long-term view to preserve their giving power.
INVESTED
           
           
GRANTS ARE Grants are made to nonprofit organizations recommended by you. Heart
DISTRIBUTED
FROM THE FUNDS
             
             
THE   Preserving our clients' legacies to build stronger, more vibrant communities for all, forever!  
RESULTS
           
If you are not interested in establishing your own fund, help build stronger, more vibrant communities through the Lakeshore Fund.
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