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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.
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“After working with the Planned Giving Center, I changed my in-take forms to include questions about charitable interests. This helps me discuss gift planning options with my clients that can benefit them and help the community."
Deborah Malkin, Attorney at Law |
We consider attorneys, accountants, financial planners, insurance agents and other professionals who have relationships with donors to be our valued partners in charitable giving.
The Foundation and its Planned Giving Center can be a trusted resource to help you meet their goals. We can also be a good philanthropic partner for you and your your clients. We can offer an understanding of the many possibilities of charitable giving, which can offer specific tax benefits to help your clients achieve financial, personal or business goals.
We've developed unique resources for you to use in helping donors craft their charitable giving plans.
E-mail Randy Balogh, Philanthropic Services Director, or call him at (831) 477-0800 ext. 202 to schedule a private appointment.
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