Helping clients reach their philanthropic objectives is an important service you offer when designing plans for their retirement, estates and income tax affairs. We can help.
- Meet with you and your clients to help craft a philanthropic plan.
- Run sample gift illustrations to provide you with an accurate picture of the financial and philanthropic impact of a charitable gift.
- Handle the administrative work surrounding charitable giving.
- Oversee the transfer of stock and life insurance.
- Supply draft bequest language that meets the specific needs of your clients.
- Accept gifts of non-traditional assets including real property and closely held stock.