Asking the right questions
can make all the difference
Chances are you have clients interested in exploring charitable giving, but a low percentage of professional advisors ask their clients about it. See how Michael Sampson, a professional advisor from Maslon LLP, partnered with us to achieve his clients’ giving goals and deepen his own relationships.
Estate Planning in the Age of COVID-19
Join Us for a Professional Education Event
Join Diana L. Marianetti, attorney at Maslon LLP, as she shares her expertise in helping individuals and families plan for both the expected and unexpected. Diana will share must-have estate planning documents in the age of COVID-19, how to safely sign them, and how future events, like the upcoming elections, may affect your clients' financial plans.
Ready to Talk?
Your clients have giving questions. We have answers.
Now more than ever, people are looking to make an impact in their communities. Knowing how to talk to your clients about philanthropy, building strong relationships with their families, and providing up-to-date knowledge on all the ways to give are how you can stand out from the rest. Sign up for a 25-minute consultation with one of our gift planners.
Tips, Advice and News for Professional Advisors
You can help your clients make the most out of their gifts with the recent changes to the rules on charitable giving.Learn More
We’re here to help you and your client meet your year-end goals.Learn More
Check out our staff recommendations for articles and podcasts to stay on top of the CARES Act and financial advising.Learn More
Donor advised funds can enhance your clients’ charitable giving goals, and working with your clients on DAFs can also benefit your business.Learn More