Most Americans who give to charity do so on an annual basis. However, some of the greatest opportunities to make significant charitable contributions occur just when your client is making other major business, personal, and financial decisions. The best time to consider your client's planned giving options may be when writing or revising a will, contemplating the sale of a business or other major asset, planning for retirement, or upon receiving a financial windfall.

Because of The Winston-Salem Foundation's unique mission, the Foundation can assist you and your clients to achieve their goals in ways not available through other organizations or strategies.  We partner with you.  You stay in control of your client relationships and we help you serve your clients' charitable giving needs.