Giving back is important to many of your clients. We partner with financial professionals to provide the tools and resources to help your clients to take action — and create impact. Working together, we can help you:
- Deepen relationships with clients by better meeting their needs to reach their financial goals — and live generously.
- Acquire new clients who are looking for a financial professional to guide their charitable giving, enabling you to differentiate your value from other financial professionals.
- Fulfill your own purpose by expanding your reach and helping your clients live lives of meaning and gratitude.
Connect with us
We make the process easy
Our team of charitable gift planners utilizes deep charitable expertise to expand your clients' options and help meet their giving goals. Our collaborative approach will allow you to maintain your current client relationships while we provide the most relevant advice that aligns with your clients' financial priorities.
From left to right: Cindy Aegerter, Ben Boline, Nikki Johnson, Greg Shamey