Initiate the charitable conversation with your client. Based on the overall wealth plan you have created with your client and on your client’s charitable interests, we can help you organize, plan, and implement a strategy to meet your client’s philanthropic goals.

Assist your client in reaching his or her charitable giving goals by partnering with us. Our Donor Services team offers guidance, if needed, and can offer expertise in areas of individual, mission-driven strategy plans, gifts of complex assets, and various giving options.

Help your clients prepare now to make a lasting, future gift to support the causes that have been important to them during their lifetimes. We work closely with you, the professional advisor, as well as the charitably inclined client, to tailor a lasting legacy that will meet both their charitable and tax objectives.

Browse our additional resources, including investment options, administrative fees and gift acceptance guidelines, to learn more and to help answer any questions you or your clients may have about working with us. Visit GiftLaw® to learn about charitable gift planning strategies, new legislation and legislative proposals, and more.