They’re looking for a holistic financial plan that takes all of their life goals into consideration.
They want to engage in deeper conversations about their values, passions, and purpose.
They’re looking to you for guidance to fulfill their life goals in a tax-smart and efficient way.
Practice Management & Consulting
Over 31,000 advisors have expanded their skills and deepened their knowledge of charitable planning through our premier advisor education program. Access complimentary CE credits and customized learning to fit your needs.
After 30+ years of working together, we know how to support your practice so you can focus on what really matters: your clients.
In addition to a dedicated support group for advisors, we offer:
The Charitable Investment Advisor Program to actively manage your clients’ contributions.
Our Philanthropic Consulting Program for custom services for your firm or your clients.
Our Private Donor Group with best-in-class service for your most generous clients.
The Complex Asset Group with years of experience and expertise in donating non-publicly traded assets.
A national team of in-field experts ready to support you and your clients.
Continuing education and professional development, including webinars with CE credits.
