Planned Giving for Financial Advisors

How to Use This Website

We've included everything from the basics to a level of detail that will help you and your clients to have a working understanding of the options available to them:

  • Read about planned giving and why it's important to your clients.
  • Use the menu at left to explore gift vehicles — browse by gift type, asset type, based on your client's particular needs.
  • Fire up the interactive Legacy Planner decision matrix.
  • Brush up on the income and estate tax rules that apply to charitable giving.
  • Register to access our financial planning and planned giving calculators.
  • And as always please feel free to contact us with questions, for more information, and to find out more about how we can work together.


    The material presented on this Planned Giving website is not offered as legal or tax advice.
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