Whether you’re new to philanthropy, an established donor, or an advisor aiming to provide more value to your clients, we’ll help you to make the most of your giving strategies.
Add value with a Pass-Through Donation Strategy
Strategic Giving Plans: Defining Your Values
Give Joyfully and Say No Peacefully: Your Charitable Giving Strategy
Reducing Taxes with a Donor Advised Fund
Why Should Financial Advisors Care About Philanthropy?
How to Have the Philanthropic Conversation