For good. For ever.


Resource Central
January 7, 2009


Resource Central

The staff at the Saginaw Community Foundation are here to support you support your clients.  Below are a list of resources that we hope you will find helpful in educating yourself on the Saginaw Community Foundation as well as your clients.


"An unstoppable force" - The Saginaw Community Foundation
Use this 15-minute video to familiarize yourself and your clients with what SCF is and what we can do.

  


Transfer of Wealth
Use this PowerPoint presentation to educate yourself and your clients about the importance of securing wealth in Saginaw County.


 


Michigan Community Foundation Tax Credit

Giving through the Saginaw Community Foundation qualifies donors for big savings through the Michigan Community Foundation Tax Credit. To calculate Tax Credit, click here.

Married donors, who file jointly, can receive a 50 percent tax credit of up to $200 on a gift of $400 to a permanent endowment fund. A single person can receive a $100 tax credit on a gift of $200.
Michigan businesses have the potential to receive up to a $5,000 tax credit (not to exceed 5 percent of total Single Business Tax) on a gift of $10,000.   



2008 Charitable IRA Rollover

2008 Charitable IRA           Is the IRA Rollover
          Rollover                   right for you? (worksheet)

        



Advisor Tools
 


Giving advice on charitable giving

Listening for charitable opportunities
Comparing four approaches to giving
Optimizing charitable giving
Deciding to give 

 

 




Ways to Give
You can use these handouts to describe charitable funds and instruments available through the Saginaw Community Foundation. 


Funds                       Instruments                                 Assets

Overview
Unrestricted
Field of Interest
Designated
Designated (for nonprofits)
Scholarship
Donor Advised
Donor Advised (Family)
Donor Advised (Business)
Supporting Organization 

Overview                                 Bequest by Will
Charitable Gift Annuity
Charitable Lead Trust
Charitable Remainder Trust      

 

 

 IRA Assets:
 Opportunity of a  
 Lifetime

 & IRA worksheet
 Real Estate
 Appreciated Stock
 Life Insurance  

 

 

 

                                                                                                

 

 

 

 


 
Ideas for Giving
These donor scenarios illustrate how individuals, families and businesses can use a community foundation to accomplish their charitable goals. 
  



Giving Back and Staying Involved
Creating a Family Tradition
Helping Companies Do Good Things for People
Connecting to Community
Your IRA: Taxes or Charity
Making the Gift of a Lifetime






Sample Legal Language 

Legal language templates regarding donor gifts and the creation of funds are provided to assist you in establishing these legal documents. For more information or assistance, please contact us at (989) 755-0545. 

The model 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. 

Will Language 
Creation of a General Purpose Fund 
Creation of a Field of Interest Fund 
Creation of a Donor Advised Fund 
Creation of a Designated (Agency) Fund 


 

 

 

 

 

 


100 South JeffersonSuite 201Saginaw, MI 48607
info@saginawfoundation.org(989)755-0545fax (989)755-6524

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