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


Benefits offered to finanical advisors

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

Discuss charitable giving involving multiple generations of the client’s family as desired

Handle the administrative work surrounding charitable giving

Oversee the transfer of stock and life insurance

Offer a variety of investment options

Benefits offered to legal advisors

Work with you in drafting documents

Provide you with sample trust agreements

Supply draft bequest language that meets the specific needs of your clients

Meet with you and your clients to help craft a philanthropic plan

Accept gifts of non-traditional assets including real property and closely held stock