Partner with a Trusted Leader
Help your clients achieve their giving goals.
With 37 years of experience in charitable gift planning, when you partner with Truman Heartland, you can take advantage of our extensive philanthropic experience and match your client’s goals with the right giving tools.
Ready to help your client with charitable giving?
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Our Financial Advisor Program helps you continue to manage your client’s assets after they make their gift and we have inspiration and resources to make your job easier.
and we will be happy to customize fund documents for your client.