The Charitable Planning Desk Reference was developed to provide philanthropic and financial advisors with tools and resources to help you more effectively work with your clients around their charitable intent. The Desk Reference is designed to help advisors more effectively help their clients on their philanthropic journey by:
- Engaging them in the discussion about their intent, options, and opportunities;
- Providing them with a team of professionals and resources to support their lifetime or legacy giving; and
- Ensuring they know about the responsibilities, opportunities, and personal satisfaction that come with meaningful philanthropy.