Help your clients achieve their giving goals.
When you partner with Truman Heartland, you can take advantage of our extensive philanthropic experience to match your client's goals with the right giving tools.
Ready to help your client with charitable giving?
Our Financial Advisor Program helps you continue to manage your client's assets after they make their gift, and we have the knowledge and resources to make your job easier. Review our Advisor Resources page and download everything you need for your next client meeting.
Don't see what you're looking for? Contact us, and we will be happy to customize fund documents for your client.