Resources

Partnering with professional advisors for charitable success

Professional advisors – accountants, attorneys and financial planners – are essential partners in our work to ensure individuals and families achieve their charitable goals. You stay in control of your clients’ financial relationships. We’re here to assist as you help them achieve their charitable goals.  

Whether in person, by email or any way you and your clients prefer, we can provide legacy planning information, including fund types, research on charities and/or charitable interests, how to establish a fund or contribute to one of our 700+ funds with a legacy gift, and much more.