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.

 

 

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