We are here to help you help your clients! We consider attorneys, CPAs, financial planners, trust officers, insurance agents and other professionals to be our valued partners in charitable giving and know that it is no small task to develop a charitable plan that takes into account your client’s financial and charitable needs.
If your client is thinking about making a charitable gift, we offer a variety of giving vehicles. These vehicles provide specific tax benefits to your clients and help them achieve their financial, charitable, and business goals.
In this section of our web site, you will find many tools and resources to help you ensure that your clients receive the full benefits of their contributions while supporting the charities of their choice.