Free Services
We provide a number of free services to support your client-advisor relationships. Among these services include consultations, print materials, custom presentations, and articles on the latest tax and gift planning strategies; also you are invited to use our Deduction Calculator to explore “what if” illustrations for your clients.
Charitable Giving Center
Our charitable giving center is often viewed as an expert resource for professional advisors. Advisor friends access various charitable giving tools – e.g. information on types of charitable funds, gifts and donor benefits and stories to help your client choose the charitable vehicle that’s best for them.
Consultations
Our expert staff is readily available to help make charitable giving simple for both you and your clients. With us, you can be certain that we understand the nuanced nature of the trusted advisor relationship. You decide whether you would like for our gift planners to play a prominent role or supporting role in helping your client make effective, educated decisions about their personal philanthropy. You may contact us to discuss any aspect of charitable giving today.
Planned Giving Center
Our planned giving center brings our gift planning office directly to your firm. Advisor friends learn about various gift planning tools, remain informed on the latest changes in charitable law, walk clients through gift plans and find immediate answers to their questions.
Presentations
Our staff frequently speaks to professional advisors about charitable giving. If members from your firm are interested in learning more about how charitable giving can benefit your clients, you may contact us to schedule a presentation.
Illustrations
Our staff provides accurate and timely information so you can better serve your clients. For clients pursuing any gift plan you may request a full-color illustration that fully explains the benefits and impact of the gift. Receive an illustration via email immediately to share with your client or visit our Deduction Calculator today.
