Are you looking for ways to integrate your clients' financial and estate planning with charitable giving?

We can help your clients define their charitable goals and achieve them through a custom giving plan with Lakeshore Community Foundation. Whether it's a donor advised fund to support their favorite charities or a planned estate gift to ultimately create a permanent charitable endowment in their name, we listen to what your clients envision for their giving and then help turn their vision into reality.

Please visit the following resources and contact us for additional information about how you can effectively and efficiently help your clients meet their charitable goals by working with Lakeshore Community Foundation.

Resources

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