Lapeer County Community Foundation

A Special Thank You and Congratulations to. . . . .

Partners in Giving Charter Members

Kim Brown & Clark Kent

Brown & Kent, CPA

Mary Beth Callahan

Lapeer Regional Hospital

Sally Miller

Morrice, Lengemann & Miller, P.C.

Timothy Oesch

Nolin, Oesch, Sieting, Macksoud

Jim McQueen

McQueen Financial

Don Poniatowski

Nowak, Poniatowski & Morgan

Craig VanNorman

VanNorman Agency

Partners in Giving

The Board of Trustees under the advisement of the newly formed Professional Advisors Steering Committee has formed a new auxiliary arm to promote a better understanding of the Lapeer County Community Foundation within our professional community.

The new Partners in Giving program helps:

• to promote the Foundation's mission,

• to distribute educational materials to help professionals utilize the Foundation,

• to increase the Foundation's visibility within the Lapeer professional community.

Through this knowledge, the Partners are better able to make the Lapeer community aware of the many benefits of the Foundation and encourage people to remember the Foundation in charitable planning.

Partner in Giving Opportunities:

• Annual educational gathering including meal

• Bi-Annual Up-to-date Newsletter

• Professional Advisors Information Notebook including Sample Language for Gifts and Bequests, Flexible Charitable Vehicles, Multiple Benefits for Charitable Giving and much more!

• A Charter Member Certificate suitable for framing

• Opportunity to be an active participant in the Lapeer County Community Foundation

Professional Advisors Educational Event

The Partners in Giving held their first educational event " Charitable Trusts- Valuable Information You Should Know" at the Huntsman Hunt Club on May 12, 2006. Jeff P. Cullen of the Hartford helped the group of 15 participants become experts on the insurance aspect of charitable trusts. A big thank you to Jim McQueen, Financial Advisor for helping find such a knowledgable speaker.

Our speaker, Jeffrey P. Cullen JD, CLU, ChFC from the Hartford,was a graduate of Middlebury College in Middlebury , VT. He graduated cum laude with a BA in English literature. Jeff received his law degree (JD) from the University of Connecticut School of Law. He also holds the Certified Life Underwriter and Chartered Financial Consultant designations from The American College. Jeff has had articles published in a variety of professional and industry magazines and is a frequent speaker at industry and professional groups. He is the past president of the Estate and Business Planning Council of Hartford. Prior to joining The Hartford, Jeff held similar positions at CIGNA and Lincoln Life Insurance Co. and was most recently a Second Vice President at Phoenix Life Insurance Company. He has been active in advanced sales for 30 years.

Donor/Client Benefits

Become a member of the Legacy Society when a charitable gift provision is in place in your will or trust

Give many types of gifts-not just cash or check-public traded securities and mutual funds, closely held stock, real estate, tangible personal property, life insurance policies, pledges and planned/deferred gifts

Establish a charitable life income gift plan with a charitable remainder trust utilizing real estate or charitable gift annuity with appreciated stock and still guarantee yourself and/or a loved one a constant stream of income for life

Receive a Michigan State Tax credit in addition to the IRS charitable deduction allowed by law

Leave a legacy to future generations of Lapeer County by establishing a fund for a special interest that is important to you

Write one check giving to many local charities of your choice with already established funds at the Foundation

Create a charitable lead trust by placing cash or property in a trust that pays a fixed amount to the Lapeer County Community Foundation for the number of years you select. Once this period ends, the assets held by the trust are transferred to your beneficiaries.

Earn a Michigan Tax Credit

The Michigan Tax Credit for Community Foundations allows taxpayers to reduce your Michigan income tax or Single Business Tax liability by a credit of 50% of the amount contributed to a community foundation endowed fund, subject to a maximum credit of:

• $100 for an individual filing singly (for a $200 donation).

• $200 for a married couple filing jointly (for a $400 donation).

• $5,000 or 5% of tax liability before claiming any credits, whichever is less,

for taxpayers filing Michigan Single Business tax returns (for a $10,000 gift).

• This tax credit is in addition to those available for donations to public broadcasting

stations, Michigan colleges or universities and public libraries.

Join with other Professional Advisors today

in the Partners in Giving:

_____ Yes, I would like to join Partners in Giving as an individual at $100.00 annually.

_____ Yes, I would like to join Partners in Giving as a business at $250.00 annually.

This entitles 3 people from my business to participate in all events .

_____ Yes, I would like to be a charter member of Partners in Giving

Name(s): ____________________________________________________________________

Business: ___________________________________________________________________

Address: ____________________________________________________________________

City: _________________________________ State : ____________ Zip: ___________

Daytime Phone: ________________________ E-mail: _______________________________

Please make checks payable to:
Lapeer County Community Foundation
And return to:
LCCF Partners in Giving, 220 West Nepessing Street, Suite 202, Lapeer, MI 48446

The Professional Advisors Newsletter is now available for download.

The following files are in Adobe .PDF format and must be opened with the Acrobat reader. You may download this software here:

To download a copy of the Professional Advisors Newsletter follow this link.