Advisor Resources
Developing a charitable plan that takes into account your client's financial and charitable needs is no small task. As a professional advisor, the opportunity you have to help your clients achieve their philanthropic goals is both a privilege and a challenge. We consider attorneys, accountants, financial planners, insurance agents and other professionals who have relationships with donors to be our valued partners in charitable giving. To support your work with clients, our staff will speak to groups or individuals about: - Charitable giving options
- Community needs and issues
- Our grant making impact
- Planned giving and
- Charitable giving benefits
We also are glad to 'run the numbers' for you if a client is interested in a charitable trust. Many clients seek giving opportunities that provide capital gains savings, an income tax deduction and a lifetime income for the donor, donor's spouse or another individual. | 
