Services For Advisors
We see our clients' financial and legal advisors as an integral part of the team. We want to work with you to help craft the perfect charitable plan for your client. We work with attorneys, wealth managers, insurance brokers, and accountants, providing strategic counsel and planning so your clients can leave their legacy, make a meaningful community impact in their lifetime, and maximize the tax benefits of charitable giving. We offer a wide array of services and can custom craft a plan for just about any charitable idea your clients may have. Contact us to find out more.