Advisors

Developing a charitable plan that satisfies your client's financial and charitable needs is no small task. As a professional advisor, the opportunity you have to help your clients achieve their philanthropic goals is both a privilege and a challenge.

We want to be a resource for you as well as a philanthropic partner for your clients.  A full understanding of the many possibilities and the specific tax benefits they offer can also help your clients achieve financial, personal or business goals.

We consider attorneys, accountants, financial planners, insurance agents and other professionals who have relationships with donors to be our valued partners in charitable giving. This section provides information to ensure that your clients receive the full benefit of their contributions while supporting the charities of their choice.

We have an outstanding reputation for integrity and service to donors. And we've developed unique resources for you to use in helping donors craft their charitable giving plans.  We're here to help you with the donation process.

If you have questions about our advisor information, please call us at 864-233-5925 or e-mail Bob Morris or Gina Blohm.