Solutions for Your Clients
As an attorney, accountant, wealth manager, financial planner, insurance agent or other trusted professional advisors you have clients who care about philanthropy.
We know that 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.
From the client who wants to make an immediate philanthropic impact, to the couple hoping to leave a legacy, to the family with a complicated tax situation, our team of professionals can support your efforts to find the best solution for your clients.
We offer a variety of giving vehicles, all with the highest allowable tax benefits.