Manage Your Clients’ Giving
Philanthropy is a very personal decision. A professional advisor can help clients realize their charitable objectives by listening for charitable giving opportunities, explaining options, and suggesting solutions. Significant giving opportunities often arise when clients are making major business, personal, and financial decisions. Our staff can work with you and your client to recommend the best charitable solution.
Advisor Toolkit & Resources
Our goal is to equip you with resources that help you accomplish your clients’ financial and philanthropic goals in a uniquely personal way. Utilize and download the toolkit documents below, designed to help you find the information you need to guide your clients along their philanthropic journey.
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