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 - Investing for Foundations and 2021 Investment Outlook

Previous topics include:

• 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

To access the library of webinars, CLICK HERE.

Upcoming Webinar Opportunities

All are free to attend but registration required

Qualified Planned Gifts and Testamentary Gifts: CGAs or CRTs
June 24th from 12:00-1:00PM via Zoom
Register Here