financial advisors

Do you have the resources to engage your clients on philanthropic topics?

We provide presentations on:

• Private Foundations and/or Donor Advised Funds
• Charitable Remainder Trusts & Real Estate Charitable Board Service
• Researching & Analyzing a Nonprofit

When your clients want to have deeper philanthropic conversation, we are your resource.  

• Understanding the Charitable Landscape
• Understanding Philanthropic Options 
• Philanthropic Planning