We know that new donor-designed funds and major gifts do not get made to nonprofits without advice from professional advisors, so we have started this new service to help local attorneys, accountants, wealth managers, insurance agents, and trust officers to better understand the numerous philanthropic tools out there.
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If you have any questions, please contact us. Thank you and please share!
Hi Julianne Buck! I’m thankful that you share about a new service which is a monthly newsletter for professional advisors. Yes, I agree that new donor-designed funds and gifts don’t get made to nonprofits without professional advisors’ advice. With this, I was impressed by your team’s initiative in assisting accountants, local attorneys, insurance agents, wealth managers, and trust officers in taking a deeper look at various philanthropic tools available. Keep on posting relevant content like this. It is helpful.