Advisor Resources
At Truman Heartland Community Foundation, we are committed to helping you assist your clients achieve their charitable goals. For a quarter of a century, THCF has worked closely with donors to create charitable giving plans that sustain their charitable interests while maximizing their tax benefits.
As your clients consider charitable giving plans, there are many approaches they can take. Our expert staff has been collaborating with professional advisors from the legal, accounting, insurance, wealth management, business management and planned giving communities for decades, and are pleased to assist you in implementing charitable gift plans that best meet your clients’ needs. From establishing donor funds, to managing charitable trusts or bequests, to managing gifts of stock or real estate, we can help you select the charitable giving vehicle that best satisfies your clients financial, personal and/or business goals.
Partnering with us also offers the opportunity to recommend charitable giving without recommending a specific charity; by giving through THCF, your clients may support any number of charities locally, nationally and internationally.
We invite you to explore the many resources throughout this section of our site, which add value to your advisor-client relationships. We provide a number of free services including consultations, print materials, custom presentations, and articles on the latest tax and gift planning strategies.
