Advisor Resources

Advisor Resources2018-12-10T15:05:35+00:00

We are here to help you help your clients. We consider you a vital partner in charitable giving and know that it is a complex task to develop a plan that fits your client’s financial and charitable needs. We want to make the charitable part of your client’s plan as easy as possible!

Below are some resources to help you educate and guide your clients in making decisions that are right for them.Financial Advisers

Triggering the Charitable Conversation
Suggested Bequest Language
Fund Comparison Chart
The Power of Endowment
Sample Fund Agreement
General Gift Acceptance Policy

Please contact our office for a Planned Gift Comparison Chart.