We work with professional advisors to help your clients give effectively and receive significant tax benefits.
From the client who wants to make an immediate philanthropic impact, to the couple hoping to leave a legacy, to the family with a complicated tax situation, our team of philanthropic professionals helps you facilitate finding the best solutions.
In the same way that you work to enhance your client’s portfolio for maximum stability and returns, we work to maximize the impact of their charitable giving.
Our Professional Advisory Group is comprised of local financial and estate planning professionals who plan seminars, workshops and events to increase the awareness among their colleagues of the resources we offer.
Working together with us, you and your clients benefit in these ways: