Professional Advisors

Legal, tax, and financial advisors are our partners in philanthropy. We can’t value their wise counsel enough.

We can help you help your clients.

Each of your clients is unique. That’s why Gulf Coast provides customized philanthropic services to meet their (and your) needs. 

WAYS TO GIVE RESOURCES

Benefits of Working with Us

Quality Service

We recognize that we are working with your valued clients, and we make a commitment to provide the same outstanding level of relationship service that you deliver yourself. 

Community Knowledge

You can trust that with Gulf Coast’s knowledge of emerging issues and local nonprofit organizations, we can enhance your clients’ philanthropy in new and innovative ways.

Philanthropic Expertise

We are here to help your clients navigate their philanthropy like pros. Our team will assist your clients in identifying worthy causes and structuring charitable gifts to achieve the impact they desire and deserve. 

Professional Partnership

Gulf Coast encourages financial advisors to stay involved and continue managing the assets in their clients’ charitable funds, even after a donor has passed. Our donors love their advisors for connecting them to Gulf Coast. 

 

Permanent Legacy

A planned gift in your client’s name will ensure their favorite causes are provided for in perpetuity. Planned gifts can be funded through wills, trusts, retirement assets, life insurance, financial accounts, or other assets.

 

Let's Talk

Even if our conversation doesn’t result in a gift through Gulf Coast, we are happy to help you find the right philanthropic solution for your clients’ overall plans.  

Contact Us