For nearly 100 years, the Foundation has worked with professional advisors to help clients with their charitable planning. The Foundation benefits from the strongest possible relationship between you and your client, so we will never eclipse your role, but rather enhance it. We can work entirely in the background or we can attend every meeting with you. Your choice.
Among the advantages of working with the Foundation:
My clients and I have utilized the Foundation for more than 20 years. The staff is professional, prepared, and easy to work with...no organization is better informed."
Paul A. Silver, Esq., Hinckley, Allen & Snyder
James S. Sanzi, J.D.
Vice President of Development
Or any development department member
For National Estate Planning Awareness Week, we hosted an event to celebrate and thank all the estate planning professionals we have worked with through the years.
See more photos from the Wealth Planning Round Table.
Get the latest news from Washington, tax law updates, case studies, timely articles, and more through this free advisor enewsletter.
We celebrate and thank the members of our 1916 Society – for their foresight, generosity, and commitment to civic engagement.
READ JIM'S BLOG POST
create highly effective, personalized approaches to charitable giving for your clients. Why not give us a call?
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