We can help you help your clients simplify their giving and amplify its impact. Our philanthropy team works with wealth managers and financial advisors, attorneys and accountants to craft customized, flexible giving strategies for their clients — while maximizing tax benefits and reducing administrative burdens.

We offer a wide range of charitable products and services that offer maximum tax benefits to your clients. Our philanthropy team can help you work with the latest tools and ideas on everything from complex gifts to charitable giving through estate planning. And we can help facilitate and provide support for family conversations about charitable giving.

"We can help facilitate and provide support for family conversations about charitable giving."

Research consistently shows that people want to be asked about charitable giving. We can offer tips for having that conversation, and the knowledge and experience to help craft a customized strategy for your clients.

Your clients will value the combination of the Foundation’s philanthropy know-how, network of resources and expertise and your own knowledge and expertise. Being able to offer that partnership will help you build a stronger relationship with your clients.