As a professional advisor, you provide sound guidance to clients about their finances and legacies. Your experience and knowledge give them confidence when making financial decisions from retirement to their estate plans.
The Foundation encourages you to discuss charitable giving with clients, friends and family. As a professional, it’s a wonderful way to give back to the community we share.
A variety of resources are available specifically for professional advisors. We have gathered many for you and encourage you to browse them as necessary. As advisors you are on the frontlines of philanthropic opportunity. Your role is to help clients best plan for their futures, their legacies and their communities. By involving yourself in the nonprofit community, you can better serve your clients and help them find meaningful and fulfulling charitable matches.