Make Giving Easy for Your Clients

Most of the professional advisors with whom we partner seek concise information regarding our finances and investments, how their clients can make gifts to the causes they care about quickly and easily, and sample bequest language they can use to get started on client wills and bequests. If you want additional information or want to discuss a topic we haven’t covered here, please reach out.

Finances + Investments
Gather information about our financial and investment strategies for your clients so they can feel good about our ability to meet philanthropic wishes now and community needs in the future.

Ways to Give
Learn how your clients can reduce their capital gains tax and increase their charitable giving through appreciated securities and other tax-wise ways to give.

Sample Bequest Language
Review our sample language for consideration to include in your clients’ bequests – from leaving unrestricted gifts to the Foundation or adding to an existing fund, there are numerous options to explore.