People often start conversations about charitable giving with their trusted professional advisers--attorneys, accountants and financial planners. They may have an idea of what they would like to do, but aren't sure how to make it happen.
We are here to help you provide your clients with sound advice and tools for giving wisely. We can also help educate your clients about community needs and ways to make a difference within their means.
Your clients will receive the full tax benefit of their contributions while supporting their favorite causes.
To get started on creating the right plan for your client, contact our executive director.