We can help you find ways your clients can give to maximize their giving potential while maximizing their tax-savings.

When you partner with us, you can assure your clients they will have easy and continuing access to information that will help them develop a legacy of giving to the nonprofit causes dear to them.

Following are a few examples of ways we can advise your clients to give:

  • Create a fund. We can offer advice on creating a fund that will provide a mechanism for effective, efficient and permanent charitable giving.
  • Estate planning. Your clients may be interested in saving money on estate taxes while providing support to regional nonprofits.
  • Contribute to an existing fund. We maintain an inventory of existing funds that could become recipients of your clients’ philanthropy. One of these funds can be fast and easy vehicles for supporting important causes.
  • Contribute to a private foundation. We can recommend alternatives to private foundations that offer many benefits and that are cost-effective and uncomplicated.

Find out more about ways your clients can give.

Please email Ellen Grill or call her at 610-744-1015 to learn more.