There are many benefits to tax-effective giving and, as an advisor, you are uniquely positioned to advise your clients on how to optimize their charitable giving to complement their financial goals.
We play a crucial role in helping people give back to their community in meaningful ways. We connect individuals, families and companies with causes that inspire them; pool resources, knowledge and expertise; and we help you realize your philanthropic goals by matching your interests with community needs. We are here to work with you, your lawyer, accountant, life insurance agent, financial planner or other professional advisor to find the approach to giving that best suits your objectives and personal situation.
We understand the importance of access to information and the need for transparency. Our forms and policies serve as a resource to better understand how we work and how we manage disbursements accurately.