Customized Charitable Solutions
You know your clients. We know philanthropy.
For more than 45 years, we have worked with a large network of estate planning attorneys, wealth advisors, accountants, real estate agents and other estate planners to help clients accomplish their financial planning objectives and charitable giving goals, while maximizing their tax deductions.
From establishing donor-advised funds to building your client’s legacy and providing them with grantmaking guidance, our experienced Giving Team is your ideal partner to build customized charitable solutions that match your clients’ needs.