Professional Advisors Can Change the World

You have the power to change the world. This article is about charitable gift planning.   Charitable gift planning is the process of incorporating charitable giving into your client’s overall financial plan. It’s about giving money away in a thoughtful, meaningful and strategic manner. Charitable gift planning...

Cultivating Professional Advisors

Most gift planners recognize the importance of cultivating relationships with the local “allied professional” community (for the purpose of this article, “allied professional” or “AP” includes lawyers, accountants, financial planners/advisors and insurance advisors) but very few of us take a strategic approach when it comes...