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
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
Confirmed in Compliance with National Standards for U.S. Community Foundations.
We can assist your clients and their families with their philanthropic planning that incorporates their charitable goals with their personal financial goals.
With smart planning, you can help your client make a gift that will benefit the causes they care about for years to come.