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Welcome Professional Advisors

We are here to help you help your clients! We consider attorneys, CPAs, financial planners, trust officers, insurance agents and other professionals to be our valued partners in charitable giving and know that it is no small task to develop a charitable plan that takes into account your client's financial and charitable needs.

If your client is thinking about making a charitable gift, we offer a variety of giving vehicles. These vehicles provide specific tax benefits to your clients and help them achieve their financial, charitable, and business goals.

In this section of our web site, you will find many tools and resources to help you ensure that your clients receive the full benefits of their contributions while supporting the charities of their choice.

Learn more about charitable gift planning, or use our gift calculator.

View a list of our Professional Advisors Council

Charitable Advice from Give Magazine

Consider the Tax Implications of Year-End Giving

Strategic Giving with Purpose

Making the Most of Gifts of Complex Assets

Integrate Retirement Planning with Charitable Giving

In Due Time: Life Insurance Makes it Easy to Support a Favorite Charity 

The Boomerang Charitable Gift

Charitable Trusts: Powering Your Giving


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What's inside:

Services for You and Your Clients

We can assist your clients and their families with their philanthropic planning that incorporates their charitable goals with their personal financial goals.

Planned Giving

With smart planning, you can help your client make a gift that will benefit the causes they care about for years to come.