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 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
How to Decide Between a DAF and a Private Foundation
Compare the process, benefits and responsibilities of two popular giving vehicles.
Compare the two
Helping Your Clients Donate Life Insurance
Help your clients build their charitable legacy with donations of life insurance.
Learn More
The Charitable Gift of Life Insurance
Create a charitable legacy by donating a gift of life insurance.
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Helping Your Clients Talk to Their Families About Money
Philanthropic Advisors share how 21/64 training helps us assist families with giving.
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How Advisors Supported Record Giving in 2020
Why 2021 is the time to incorporate giving into your practice.
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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.
Learn More
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