Skip to content
Planned Giving for Financial Advisors

About This Advisors Site

Philanthropy is an activity deeply embedded in our national fabric. And this website is designed for the financial advisor who is interested in helping charitably-minded individuals weave their philanthropic intent into their estate plans.

More and more non-profits are turning to financial advisors in order to help solidify their donor‘s charitable intent.

As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.

We understand that financial, philanthropic and estate goals are unique to the individual. We welcome the opportunity to assist as you incorporate your clients‘ philanthropic objectives into well-crafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.

This Planned Giving Website for Financial Advisors will also help you reduce tax liability for clients and heirs as well as establish your client's legacy of giving.

Please feel free to contact us directly for information or assistance on a confidential basis.

At-A-Glance Quick Facts