Building Partnerships for the Benefit of Your Clients

Gift Planning for Advisors

A donor’s advisors play a key part in our process. We partner with each donor’s team of professionals to implement the legacy plan that represents their values and allows them to maximize their gifts to both charities and loved ones. 

Occasionally, we find that donors don’t have existing relationships with financial advisors or estate planning attorneys, so we like to recommend respected professionals to donors to consider when legacy planning. Our hope is that we can partner with you by referring donors to you for their various charitable and estate needs. If you are interested in partnering with us, we’d love to hear from you.

 

We can serve you as you advise your clients by:

    Partnering with you in the implementation of your clients’ legacy vision.
    Providing education to clients about possible opportunities to maximize their legacy’s impact.
    Helping to incorporate charitable giving tools into their estate plan.

We're Here to Equip and Serve

As a professional advisor, guiding your clients is a complex job, especially when it comes to navigating the areas of legacy gift planning. Lucky for you, our friends and partners at Crescendo – national leaders in planned giving – have a number of tools and resources, which we’ve made available here.

Crafting Legacies Together

If you’d like more information on how we might be able to partner with you, please contact us.

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