Professional Advisors
47 percent of all new funds to the Foundations in 2007 were referred by professional advisors.
Are you an attorney, trust officer, financial planner, investment advisor or certified public accountant? If so, as a professional advisor you know that opportunities for charitable giving are constantly changing. We'll help you help your clients explore their options for planned giving in these common situations and more:
- A client who is selling a business.
- An executive who is preparing for retirement.
- An investor with a portfolio of appreciated assets that need to be liquidated.
- A client who wants the best strategy for charitable giving that offers tax advantages, flexibility and simplicity.
Planned Giving Design Center
Find technical and legal information about charitable planning options for your clients. Go to the Planned Giving Design Center.