Click on these resource links especially for professional advisors:
- Engage Your Clients is a one-page summary of tips for opening a charitable giving discussion.
- GiftLaw is a web-based gift planning tool for professional advisors interested in charitable gift planning strategies. Updated continually, GiftLaw includes overviews of new legislation and legislative proposals, summaries of recent IRS private letter rulings, recent court decisions, and case of the week presentations.
- Advisor News assists you in navigating charitable giving options and keeps you up to date on the latest giving strategies.
As a professional advisor, you are in the unique position to serve not only the philanthropic needs of your clients, but to have a significant impact on the quality of life for the people in our community.