Solutions for Your Clients
We can help you meet your clients' needs.
Your clients have distinct charitable interests and unique financial circumstances. We help you make the most of both, to maximize return on their investment. Our flexible and highly personal giving solutions strengthen your client relationships. We provide the professional skills and local knowledge to help you meet your clients' charitable and financial goals.
Most of your clients come to you for your expertise in protecting and extending their assets throughout their lifetime, and then ensuring that what remains at death is distributed according to their wishes.
With planned giving, your clients can:
- Make tax-deductible gifts that earn annual income
- Make gifts that protect certain valuable assets
- Ensure the best asset, tax-wise, goes to their friends and family members
- Guarantee their charitable wishes are carried out