There are many ways we can support your work with clients:
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Would the members of your firm be interested in learning more about how charitable giving can benefit clients? Or do you belong to a club or membership organization that would like a presentation? Our staff often speaks to groups about:
- charitable giving options
- community needs and issues
- our grant making priorities and impact
- planned giving and
- charitable giving benefits.
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We are glad to 'run the numbers' for you if a client is interested in a charitable trust. Many clients seek giving opportunities that provide capital gains savings, an income tax deduction and a lifetime income for the donor, donor's spouse or another individual.
We can provide not only the tax deductions that are available to your clients but illustrations, a brief description of the gift plan and annual cash flow projections.
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If you would like to discuss an idea you have or to arrange any of the free services, please click here to Contact Us for more information. |
