Professional Advisors

CPAs

  • I want to learn how to incorporate the philanthropic conversation into my practice…or I would like to get better at it!

  • I know my clients can save more in taxes through charitable giving, but I am not always sure how to address their options.

  • I want to help my clients deploy grants from the right giving vehicle.

  • I want to help my clients choose the right asset to donate—considering taxation both now and/or in the future.

Family Offices

  • We have incorporated the philanthropic conversation into our practice…but what are the most current and best-suited options for our clients?

  • What resources (past podcasts, webinars, articles, videos, and more) would be helpful learning tools for our staff and clients?

  • Is a family foundation best? What about a donor-advised fund? What about other charitable giving vehicles?

  • Could my clients be communicating better about their individual and collective values, concerns, and focus?

Trusts & Estates Attorneys

  • I want to ensure our team ALWAYS talks about the many options regarding bequest intentions.

  • Is a donor-advised fund (DAF) the best philanthropic solution for heirs who don’t always share their parents’ issues/concerns?

  • How can testamentary choices like charitable gift annuities, charitable remainder trusts, and charitable lead trusts benefit my clients who are philanthropic?

  • Is it possible to help clients start disposing of assets NOW for charitable purposes…or should we wait until they ultimately pass? What would doing BOTH look like?

Wealth Advisors

  • I want to ensure our team ALWAYS talks about the many options regarding bequest intentions.

  • Is a donor-advised fund (DAF) the best philanthropic solution for heirs who don’t always share their parents’ issues/concerns?

  • How can testamentary choices like charitable gift annuities, charitable remainder trusts, and charitable lead trusts benefit my clients who are philanthropic?

  • Is it possible to help clients start disposing of assets NOW for charitable purposes…or should we wait until they ultimately pass? What would doing BOTH look like?

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