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Involve Your Advisor

Integrate charitable and financial planning

If you already work with a financial advisor, you have several ways to involve your advisor in your charitable planning.

Add your advisor to your Giving Account

Once added to your Giving Account, your financial advisor can obtain information and can perform transactions on your behalf.

Enroll in the Charitable Investment Advisor Program (CIAP)

Account Holders may nominate an eligible investment advisor to actively manage the investment of their charitable assets. Your advisor can build a comprehensive portfolio, integrate charitable giving into your overall financial plan, and manage your Giving Account alongside your personal investment accounts.

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