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Developing a charitable plan that takes into account your client's financial and charitable needs is no small task. As a professional advisor, the opportunity you have to help your clients achieve their philanthropic goals is both a privilege and a challenge.
We want to be a resource for you as well as a philanthropic partner for your clients. A full understanding of the many possibilities of charitable giving, which can offer specific tax benefits, can also help your clients achieve financial, personal or business goals.
You are the expert at estate planning and we can help you add the charitable component to help your clients leave their legacy.
We consider attorneys, accountants, financial planners, insurance agents and other professionals who have relationships with donors to be our valued partners in charitable giving. We have an outstanding reputation for integrity and service to donors.
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| Step 1. Call Chris Askin, Certified Planned Giving Specialist, (775-333-5499) and confidentially discuss your client's planned giving opportunities. We are happy to meet with you and your client to help you provide the best possible service. |
• Kids feel safer in school. • Land along the Carson River is protected for all time. • Drug treatment and counseling are available for teens in need. • Wild injured birds of prey are healed and set free.
All of the above happened as a direct result of your referrals. You are a part of the good that happens through the Community Foundation.
Our Foundation is here to help you with the donation process. If you have questions about our advisor resources that are not answered in this section, please click here to contact us for more information. |
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