For Trustees and Advisors

As a trusted advisor, you value professionalism, integrity, honesty, and providing great service to your clients. You take care of them.

As a nonprofit organization, we share your principles and take the same care when it comes to helping our donors plan charitable gifts.

We believe that successful charitable gift planning ideally involves the donor, professional advisors like you, and our gift-planning staff—all working together to arrange the best gift possible in accordance with the donor’s wishes. Our development team is well-trained and skilled in the application of all vehicles of strategic philanthropy.

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