Our work with, and on behalf of advisors, is as important a part of our practice as is our work with donors. We seek ways to enhance the advisor’s practice and support their market differentiation. Because we are completely conflict-free, we maintain total objectivity around the charitable interests of donors and work collaboratively with their trusted advisors.
Our work with advisors reflects a partnership that provides the support they want to best respond to the interests and needs of their clients.
The only resource of its kind that offers a complete set of tools and resources to help advisors work more effectively with clients around their charitable intent.
To see a sneak peak of the book or download your copy, visit our Charitable Planning Desk Reference® page.
Let us know how we can help you.