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Services for You and Your Clients

There are many ways we can support you and your clients.


 We have information available if you or your clients are interested in learning more about any of the following topics.

  • Donor-advised Funds
  • Bequests
  • Life Income Gifts
  • Charitable Lead or Remainder Trusts
  • Charitable Gift Annuities
  • Designated Funds
  • Field of Interest Funds


Would you or your colleagues be interested in learning more about how charitable giving can benefit clients? Our staff often speaks to groups about:

  • Charitable giving options
  • Community needs and issues
  • Our grantmaking priorities and impact
  • Planned giving
  • Charitable giving benefit

Trust Illustrations

We are glad to "run the numbers" for you if a client is interested in a charitable trust. Many clients seek giving opportunities that provide capital gains savings; an income tax deduction; and a lifetime income for the donor, donor's spouse, or another individual. We can provide not only the tax deductions that are available to your clients but illustrations, a brief description of the gift plan, and annual cash flow projections.

Strategic Philanthropic Planning

We can assist your clients and their families with their philanthropic planning that incorporates their charitable goals with their personal financial goals. We can also create a giving vehicle that best meets their needs.

For more information, simply call the Philanthropic Services Group at 303.300.1790.