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| Consultation services |
Our professional staff can work with you and your clients to determine the giving plan that best meets their personal, financial and charitable giving goals |
| Special presentations |
We offer periodic presentations by experts in the areas of tax, estate and charitable gift plannig to help you serve your clients. Specially designed for attorneys, financial planners, investment advsiors, accountants and other professional advisors, these presentations are a chance to learn more. To receive invitations to these events, email the philanthropic services department. |
| Onsite presentations to firms |
We will gladly send Foundation representatives to present to you, your department or firm |
| Planned giving services and forms |
We offer a full range of choices for planned giving. Our professional staff is available for confidential consultations with you and your client to go over various planned giving options; discuss benefits; provide sample trust agreements and suggested will language; help draft documents; and handle all the necessary forms and calculations for making a planned gift. |
| Publications |
Copies of our annual report, quarterly newsletters, booklets on planned giving tools and other publications are available from the development staff. |
| Tips |
Articles by your peers are posted monthly. |
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