Our focus is to design philanthropic plans that fit your clients’ goals.  We will marry their aspirations and passion for giving with our deep understanding of the important issues facing our communities to achieve results that matter.

We work closely with you to tailor solutions for your clients that meet their charitable giving needs, offer the maximum charitable tax deductions, and provide many ways to incorporate charitable giving into your client’s estate plans. 

We also offer a wide range of resources to help you serve your clients more effectively with their charitable interests and needs.  Our Professional Advisor events feature experts in tax and estate planning, our newsletter, called The Philanthropic Advisor, publishes creative ideas to maximize your clients’ charitable giving, the Planned Giving Design Center online resource contains a wealth of information on important issues relating to all types of giving, and our Professional Advisor networking events offer opportunities for you to share ideas with your colleagues.

We invite you to explore this section of our site to discover the many ways we can serve as a gift planning partner for you and your clients.