Professional Advisor Resources

PARTNERING WITH YOU TO HELP MEET YOUR CLIENT'S CHARITABLE GOALS

According to the 2018 U.S. Trust Study of The Philanthropic Conversation, professional advisors who talk to their clients about their charitable goals:

• receive 60% more referrals from clients.

• have deeper relationships with 74% of their clients.

Webinar Series

Once a month, we host an educational webinar for professional advisors. By supporting you through education on the best gifting strategies, you can deepen your relationship with your clients and help maximize giving while potentially reducing taxes for them. All webinars are free of charge but do require registration.

Most recent webinar - Secrets to Non-Cash Gifts

Slides to "Secrets to Non-Cash Gifts"
US Trust 2018 Study - Understanding Advisor Approaches & Client Expectations
US Trust 2016 Study of High Net Worth Philanthropy
National Philanthropic Trust 2021 DAF Report

Previous topics include:

• Impact Investing: Education to Action
• Qualified Plans and Testamentary Planned Gifts
• Holistic Planning
• Year End Giving Strategies
• Estate Planning and Tax Planning Strategies
• Charitable Gift Annuities: What You and Your Clients Need to Know
• Supporting Your Clients and Adding Value During Times of Crisis
• Giving Opportunities in Low Interest Rate Environments
• Corporate Advised Funds
• Real Estate and Other Unique Gifts
• Investing for Foundation and Investment Outlook

To access the library of webinars, CLICK HERE.

Upcoming Webinar Opportunities

All are free to attend but registration required

check back for upcoming opportunities