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Planned Giving for Financial Advisors

How to Use This Website

We've included everything from the basics to a level of detail that will help you and your clients to have a working understanding of the options available to them:

  • Read about planned giving and why it's important to your clients.
  • Use the menu at left to explore gift vehicles — browse by gift type, asset type, based on your client's particular needs.
  • Fire up the interactive Legacy Planner decision matrix.
  • Brush up on the income and estate tax rules that apply to charitable giving.
  • Register to access our financial planning and planned giving calculators.
  • And as always please feel free to contact us with questions, for more information, and to find out more about how we can work together.