We work through you. You stay in control of your client relationships; we're here to help. . We partner with you. We provide support, information, and expertise on charitable giving.
We help you build stronger relationships. Your clients will appreciate the charitable impact and tax advantages you help them achieve.
We help you connect across generations. When you help families establish an advised fund with us, you stay involved for generations.
Think of us as your planned giving center.
Free Presentations Would the members of your firm be interested in learning more about how charitable giving can benefit clients? Or do you belong to a club or membership organization that would like a presentation? Our staff often speaks to groups about:
charitable giving options
community needs and issues
our grant making priorities and impact
planned giving and
charitable giving benefits.
Free 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.
