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For Professional Advisors

The Foundation will work closely with you, as a professional advisor, to create a customized giving strategy incorporating your client’s charitable interests, financial capabilities and giving vehicles of choice.
 

Our staff can help with the following:
 

Integrate your client’s charitable giving with estate and financial plans

Establish endowment funds

Facilitate anonymous giving

Assist with even the most complex gift instruments including

  • Residential and commercial real estate
  • Oil and gas leases
  • Charitable Remainder Unitrust

As a professional advisor, you want to develop a charitable giving plan that matches your client’s interests and tax planning priorities. Our staff monitors all areas of community need so we can help your clients learn more about local agencies and programs that make a difference in the areas they care about most.

Read more about our services for Professional Advisors »

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