Free Services

Free Services
There are many ways we can support your work with clients:

Free Presentations
Are the members of your firm interested in learning more about how charitable giving can benefit clients? Or do you belong to a club or membership organization that would like a presentation? Our staff often speaks to groups about:

Charitable giving options
Community needs and issues
Our grantmaking priorities and impact
Planned giving
Charitable giving benefits

Free Trust Illustrations
We are glad to 'run the numbers' for you if a client is interested in a charitable trust. Many clients seek giving opportunities that provide capital gains savings, an income tax deduction and a lifetime income for the donor, donor's spouse or another individual.

We can provide not only the tax deductions, calculate Tax Credit here, that are available to your clients, but illustrations, a brief description of the gift plan and annual cash flow projections.

If you would like to discuss an idea you have or to arrange any of our free services, please contact us for more information.