As a lawyer, accountant or financial advisor, you're often the first person a client turns to when deciding how to leave a meaningful legacy. Northland Community Foundation partners with professional advisors like you to make those conversations easier — connecting your clients with causes and initiatives that reflect their values, and helping them create lasting change in our community. Whether your clients are considering giving through their will or during their lifetime, we’re here to support you and them every step of the way.
As a lawyer, you're one of the professional advisors clients trust most when planning their legacy. Here's how we can support you
Many of our donors choose to leave a percentage of their estate to both family and their community. Every bit truly counts, and even a small percentage can make a transformational difference in Northland.
At no cost to you, we can:
We’re also here to answer any questions you or your clients may have, so you can feel confident in the value we provide.
The process is simple:
1️⃣ Start the conversation – Ask your client if they have considered including charity in their will.
2️⃣ Connect with us – We can provide guidance and sample bequest wording for their lawyer.
3️⃣ Create a lasting impact – We ensure their gift is managed and invested wisely for future generations.
Northland Community Foundation makes it easy for your clients to give back to Northland in a way that lasts forever.
By donating through Northland Community Foundation, your clients can:
✅ Maximize tax benefits – Donations qualify for tax credits or deductions.
✅ Make a lasting impact – Endowment funds ensure support continues for generations.
✅ Support what matters most – Clients can choose specific causes, charities, or community initiatives.
✅ Give with confidence – We manage and invest funds professionally, ensuring long-term benefit.
We work alongside advisors to make charitable giving simple, flexible, and impactful.
As a professional advisor, you play a key role in helping clients shape their legacy. A simple way to start the conversation is by asking:
💬 “Are there any charities or causes you care about that you’d like to support in your will or during your lifetime?”
Advisors do not tell clients what they should be doing in their wills, but advisors can advise what options are available. Many clients are interested in giving back but aren’t sure where to start. Northland Community Foundation offers a way of giving that benefits both their financial plans and the community
We partner with lawyers, accountants, and financial advisors to help clients incorporate charitable giving into their financial and estate plans. Whether your client wants to leave a gift in their will, set up an endowment, or support a specific cause, we provide expert guidance on the best options available.