Grow your
practice
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.
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
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
Retirement Assets
Gift planner Elizabeth McCray breaks down the three most common ways donors are giving retirement assets to the causes they care about.
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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
How the SECURE and CARES Acts Affect Charitable Gift Planning
You can help your clients make the most out of their gifts with the recent changes to the rules on charitable giving.
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Five Tips to Prepare Your Clients for End-of-year Giving
We’re here to help you and your client meet your year-end goals.
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Four Tips to Engage Your Clients in Family Giving
Talking to clients about multigenerational giving can increase satisfaction and build your practice.
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Using Stock to Support Your Favorite Charities
Did you know that you can donate stock as a way to grow your fund and support your favorite nonprofit organizations?
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Summer Reads and Listens for Professional Advisors
Check out our staff recommendations for articles and podcasts to stay on top of the CARES Act and financial advising.
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