How can we help you?

We recognize that the first place donors often turn to when thinking about philanthropy is their trusted professional advisors. Whether you are an attorney, estate planner, accountant, or financial advisor, you have your clients' best interests in mind. So do we. 

 

Philanthropy made easy

Here is just some of what we offer:

  • Respect for your role as your client’s trusted advisor whenever we are included in your conversations

  • In-depth knowledge of the region’s issues and nonprofits

  • Tax free solutions for your client's charitable gifts

  • Ability to accept a wide range of gifts, from cash and stock to more complex gifts, such as real estate and partnership interests

  • Fund agreements that you can adapt to meet your clients’ wishes and specific needs

  • Up-to-date information in charitable tax law

  • Opportunities for qualified financial advisors to continue to manage the charitable assets of their clients

  • Opportunities to network with fellow legal and financial advisors

We offer various types of funds to meet your clients' unique financial and charitable needs. We can even give you tips on how to talk to your clients about their charitable giving. As a 501(c)(3) public charity, we are transparent with our administration and financials, so you can rest assured your clients' charitable assets will be managed reputably.

For more information or you want to arrange a meeting with our staff, please click here to contact us.