For Advisors

Helping clients achieve their philanthropic goals is both a privilege and a challenge. The tax code is in constant flux, and giving options can vary widely in cost and flexibility. For that reason, we’ve gathered a variety of tools and information specifically designed for attorneys, accountants, financial planners, insurance agents and other professionals who have relationships with donors. We consider you our valued partners and want to give you what you need to guide your clients through the decision-making process as you help them craft their charitable giving plan.