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Charitable Planning Desk Reference

Click here to obtain your copy of The Charitable Planning Desk Reference for Advisors™


 
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This Advisor's page provides a compendium of information developed specifically for the advisor community. Articles that provide insight into the philanthropic sector, what other advisors are doing and thinking, and what donors are most concerned about are only a click away.

 

You'll always be able to find the most recent edition of The Philanthropic Current®, a selection of articles about philanthropy that we feel would be of interest to advisors, their colleagues and often their clients. If you are not already receiving The Current®, click here and we'll make sure you get the next edition.

 

Latest Philanthropic Current®

The Philanthropic Current
Meg Lassar, Editor, 12.12.2011


Our Philanthropy Education Programs for advisors and their firms are excellent ways to enhance your firm's capacity to meld your clients' legal and financial objectives with their charitable interests. Contact us for more information.

 

For more information on how we can work with you and your clients please read through our advisor brochure below. For a brochure you can forward to your clients, please view our donor brochure.

Advisor Brochure
Donor Brochure

 

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