Your clients rely on you to give them the best advice on charitable giving. Your can depend on us to support you every step of the way.
You get a cost-free resource. For 35 years, the Foundation has worked with lawyers and financial advisors to help clients with their charitable planning.
You control the client relationship. We’re here to help extend the range of services you offer to your clients.
You get demonstrated expertise. Our legal, donor service, and grantmaking professionals are nationally recognized in their fields.
We take care of the asset transfers, make grants, handle all the record keeping and reporting, and provide your client with quarterly statements and acknowledgements of gifts and grants.