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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 Mike Sampson, a professional advisor from Maslon LLP, partnered with us to achieve his clients’ giving goals and deepen his own relationships.

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

Read How to Decide Between a Donor Advised Fund and a Private Foundation

How to Decide Between a DAF and a Private Foundation

Compare the process, benefits and responsibilities of two popular giving vehicles.

Compare the two
Read Helping Your Clients Donate Life Insurance

Helping Your Clients Donate Life Insurance

Help your clients build their charitable legacy with donations of life insurance.

Learn More
Read The Charitable Gift of Life Insurance

The Charitable Gift of Life Insurance

Create a charitable legacy by donating a gift of life insurance.

Learn More
Read Helping Your Clients Talk to Their Families About Money

Helping Your Clients Talk to Their Families About Money

Philanthropic Advisors share how 21/64 training helps us assist families with giving.

Learn More
Read How Advisors Supported Record Giving in 2020

How Advisors Supported Record Giving in 2020

Why 2021 is the time to incorporate giving into your practice.

Learn More
Read How a Rural Attorney Built Her Practice

How a Rural Attorney Built Her Practice

Attorney Abby Leach shares her views on the importance of community foundations and charitable giving in a rural community.

Read the Q&A
Read Top Three Ways to Use Retirement Assets to Support Charity

Retirement Assets

Gift planner Elizabeth McCray breaks down the three most common ways donors are giving retirement assets to the causes they care about.

Learn More
Read Q&A With Clayton Chan

Q&A With Clayton Chan

The estate planning lawyer shares his views on charitable giving, community foundations and helping clients achieve their goals.

Read his interview

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