|For Professional Advisors|
Is your client thinking about making a charitable gift?
With smart planning you can help them make a gift that will benefit the causes they care about for years to come.
We consider attorneys, accountants, financial planners, insurance agents and other professionals to be our valued partners in charitable giving. This section of our web site has information on making a charitable gift, and tools to help you ensure that your clients receive the full benefit of their contributions while supporting the charities of their choice.
We want to partner with you.
Developing a charitable plan that takes into account your client's financial and charitable needs is no small task. We offer many giving vehicles, which can provide specific tax benefits to your clients and help them achieve financial, personal, and business goals.