Resources for Professional Advisors
Resources for Professional AdvisorsThe following pages will assist CPAs, Trust attorneys, financial planners and other professional advisors in helping their clients explore planned giving opportunities. This section also includes current law, gift calculators and industry news to help you serve your clients.
Resources for Individuals
Resources for IndividualsThe following pages will explore a variety of charitable giving vehicles and resources to help your planned giving goals. Whether you're just getting started or already have a plan in mind, this section can be a resource to guide your decision making.