We’re Here to Help
Often, your clients have a clear vision of how they want to make a difference in the community, now as well as after they are no longer living by supporting a favorite charity, providing scholarships, or helping their faith-based organization. But what about the clients who want to do something meaningful, yet don’t know where to start in realizing that dream? Or clients who haven’t given their legacy any thought, yet find themselves with the ability to be charitable for a variety of reasons? We can help.
The Benefits of Partnering With Us
- We are not affiliated with any specific organization or cause. Your client’s cause is our cause.
- We offer creative ways to give, both now and later, through a variety of fund types as well CRUTs, CRATs, CRTs, life insurance policies, IRAs, gifts of real estate, and more.
- Our professional staff is a powerhouse of charitable giving expertise, and our services are provided at no charge to both you and your client.
- We have more than 30 years of experience, and an excellent reputation for transparency, confidentiality, and trustworthiness.