Professional Advisors

The National Center partners with professional advisors, making it easier for them to offer their clients the most current resources and thinking in family philanthropy. We recognize that professional advisors are our essential partners in helping donors and families establish and develop their philanthropy. Advisors have the capacity to engage donors in meaningful discussions about giving goals and options and to provide critical counsel to new and established donors.

The National Center offers advisors the best information, research, and materials to help them support their clients’ philanthropic goals. As a nonprofit organization that values and encourages all philanthropic vehicles and options, the National Center can provide substantive and objective information about many of the charitable choices available to donors and families. We regularly work with advisors spanning a range of fields: law, finance, investment, wealth counseling, family counseling, planned giving, and many more.

  • Expand your knowledge on the issues related to advising family philanthropy— a growing field
  • Find out how to increase the value you deliver to family clients.

 

FUN FACTS

The first of the modern foundations was the Peabody Fund, established in 1867 by the financier George Peabody.