We can help you achieve more for your clients.
When an individual or family begins to consider charitable giving, their trusted financial advisors are often the first to be consulted. We respect the relationships that you have developed with your clients and are available to complement the services you offer. The foundation works collaboratively with you to connect your clients to the issues and causes they most care about, to help them establish a philanthropic legacy that fulfills their charitable goals while ensuring maximum tax advantages.
We can help you identify gift vehicles for your clients that maximize both their giving potential and 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.
Find out more about ways your clients can give in Delaware County. Contact Monika Collins to learn more.