Professional Advisor Resources

We want to be a resource for you so you can help your clients understand the many ways they can support the community they love, both now and in the future.

We are pleased to make available to you our weekly eNewsletter, GiftLaw.  It features news from Washington, Savvy Living, gift stories, finance news and timely articles which our readers find both interesting and helpful.  To begin receiving it, simply click on the link and provide your information  - you can always opt out at any time.  (eNewsletter sign up for professionals - direct link)

For even more resources and helpful articles on planned giving and tools to help you as a professional advisor, please click here. (Crescendo home page link for advisors)

 

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