Developing a charitable plan that takes into account your client’s financial and charitable needs is no small task. As a professional advisor, the opportunity you have to help your clients achieve their philanthropic goals is both a privilege and a challenge.
We want to be a resource for you as well as a philanthropic partner for your clients. A full understanding of the many possibilities of charitable giving, which can offer specific tax benefits, can also help your clients achieve financial, personal or business goals.
We consider attorneys, accountants, financial planners, insurance agents and real estate professionals to be our valued partners in charitable giving. We are available to help you ensure that your clients receive the full benefit of their contributions while supporting a pro-family movement to promote, defend and support the natural family.