Professional Advisors

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COMPASSION. INITIATIVE. PURPOSE.

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 our 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.

GiftLaw Resource for Professional Advisors: The Foundation is pleased to offer advisors a helpful charitable planning resource - GiftLaw.  Providing the latest news relevant to charitable planning, GiftLaw content includes Private Letter Rulings, an Article of the Month, a Case of the Week, the Washington Hotline, and the GiftLaw Calculator, a valuable deduction calculator for calculating various gift plans.  Click here to review the GiftLaw front page and sign up for monthly enewsletters.  This information is always accessible by clicking on the "Advisor Tools" tab.

 

 
 


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