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. 

"Building on Tradition"

Use this video to familiarize yourself and your clients with SCF's contribution to Saginaw County.

Charitable IRA Rollover

The Saginaw Community Foundation can help your clients turn their individual retirement accounts (IRAs) into tax-saving charitable gifts. Through 2011, people age 70½ and older can transfer up to $100,000 per year from IRAs to charity—without incurring federal income taxes today or estate and income taxes in the future. Use these materials to help explain the benefits of this opportunity.

                   
Opportunity of a Lifetime     Making a Difference         Charitable IRA Rollover 


Roth IRA Conversion

If you have clients who have been thinking about making a major gift, making a real difference in an area of community close to their heart, and establishing their charitable legacy in 2011, use these materials to help explain the benefits of the Roth IRA Conversion.

         
Legacy of Giving               Community Over Taxes

 

 Transfer of Wealth

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

 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

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

  Instruments

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

 

 

Assets

IRA Assets:
Opportunity of a Lifetime
& IRA worksheet
Making a difference

Other Assets
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