For Professional Advisors

A carousel horse.Helping clients reach their philanthropic objectives is an important service you offer when designing plans for their retirement, estates and income tax affairs. We can help.

We can:

  • Meet with you and your clients to help craft a philanthropic plan.
  • Run sample gift illustrations to provide you with an accurate picture of the financial and philanthropic impact of a charitable gift.
  • Handle the administrative work surrounding charitable giving.
  • Oversee the transfer of stock and life insurance.
  • Supply draft bequest language that meets the specific needs of your clients.
  • Accept gifts of non-traditional assets including real property and closely held stock