Your clients look to you to provide them with up-to-date tax and estate planning expertise and sound advice. We’re available to provide
whatever guidance is necessary to encourage your clients to think about charitable giving and help them reach their charitable giving goals.
Online resources such as Planning Perspectives connect you to the latest news, historical resources and other tools. The Family Philanthropy Online Knowledge Center, an award- winning resource center run by the National Center for Family Philanthropy, provides information, expertise and support for families who give and those who work with them on their philanthropy. Membership is free for all three resources.
Our gift planning staff can provide you with gift illustrations, sample language and other tools so you are better prepared to discuss the many charitable gift planning and investment options
GiftLaw is a free e-newsletter that offers you the latest case studies, articles and planned giving tips. It can serve as additional resource for you in your work with your clients.
Professional adviser seminars, featuring local and national experts, help you expand your professional knowledge base and earn continuing education credits.
Members of the Herbert J. Mueller Society, our professional recognition society, will also receive invitations to networking events with other financial advisers.
To learn more about how we can be a resource to you and your clients, contact Maura Cook Lamensky.
Professional advisers help build up a community’s charitable pipeline. Learn about Pete Bruce, one of our longstanding partners.
