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Talk with a Gift Planner

Are you an individual looking to make the most impact with your charitable dollars? Or a professional advisor looking to partner with a giving expert? Sign up for a free 25-minute consultation with one of our gift planners, who can answer the following questions and more:

  • What are the charitable and tax benefits of a donor advised fund (DAF)?
  • Why open a DAF instead of a private foundation?
  • What is the best way to direct charitable giving to current community needs?
  • What are the benefits of working with a community foundation rather than a national provider?