Developing a charitable plan that takes into account your client's financial and charitable needs is no small task. As a professional advisor, the opportunity you have to help your clients achieve their philanthropic goals is both a privilege and a challenge.
We want to be a resource for you as well as a philanthropic partner for your clients. A full understanding of the many possibilities of charitable giving, which can offer specific tax benefits, can also help your clients achieve financial, personal or business goals.
We consider attorneys, accountants, financial planners, insurance agents and other professionals who have relationships with donors to be our valued partners in charitable giving. In fact, we’ve developed a Partners in Philanthropy program just for you. It is a program of seminars, newsletters, information materials and expertise that the Foundation makes available to all professional advisors as they advise their clients on various charitable matters. The program allows advisors to tap the full knowledge of the Foundation as they construct financial plans to meet their clients’ various individual needs.
This section of our site makes tools and information available to help you ensure that your clients receive the full benefit of their contributions while supporting the charities of their choice.
We have an outstanding reputation for integrity and service to donors. And we've developed unique resources for you to use in helping donors craft their charitable giving plans.
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Our Foundation is here to help you with the donation process. If you have questions about our advisor resources that have not been answered in this section, please click here to Contact Us for more information. |
