Grow your practice with charitable planning
Looking for CE credits? Check out our advisor education program. Read more
Firms that offer charitable planning have higher growth rates and greater assets under management compared to those that do not.
7 reasons to offer charitable planning
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We make it easier to deliver charitable planning to your clients.
After 30+ years working with advisors, we know how to support your practice.
In addition to our zero-minimum Giving Account we offer:
Our in-field charitable experts and dedicated support group have the expertise to support you and your clients.
The Charitable Investment Advisor Program allows eligible advisors to manage assets contributed by their clients
Our in-house Complex Assets Group has years of experience with donating non-publicly traded assets.
Practice Management & Consulting is our premier advisor education program offering CE credits.
Our Private Donor Group with best-in-class service for your most generous clients.
Our Philanthropic Advice Referral Network offers custom services for your firm or clients.