We recognize the importance of professional advisors in the charitable gift process.
Working with you to determine how your clients can make the most of their charitable giving is a service that we offer to help you, your client and our community achieve success.
We can provide the tools you need to help your clients in their estate or tax planning, and to leave a legacy. One of the tools we offer is an e-newsletter, Gift Law, that is specifically designed for professional advisors and contains timely articles and pertinent information for you and your clients. Please click here if you would like to sign up.
We sincerely want to assist you in meeting the charitable giving needs of your clients. If you have questions that have not been answered in this section, or want to arrange a meeting with our staff, please contact us at firstname.lastname@example.org.