There are many ways we can support your work with clients:
Free Presentations
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
- charitable giving benefits
Free Trust Illustrations
We are glad to 'run the numbers' for you if a client is interested in a charitable remainder unitrust (CRUT), charitable remainder annuity trust (CRAT) or charitable gift annuity (CGA). 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, with an attached Explanation for Advisors.
Free Educational Seminars
We provide educational seminars through out the year in our five county region.
Should you need information on certain charitable topics, please review by
clicking on our request for FREE E-BOOKS.
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.
