Professional Advisors - Partners in Philanthropy
Since 1983, the Foundation has partnered closely with attorneys, CPAs, financial advisors, trust officers and insurance agents to create charitable plans that meet their client’s financial and philanthropic goals. These relationships are vital to our mission: “To carry on the work of Christ by fostering philanthropy.”
We offer many resources to help you serve your clients more effectively:
- We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. Sign up for this free resource.
- Our online reference guide for advisors includes a tax reference guide, case studies and articles about current legislation.
- To learn more about the best tools for charitable giving, go to www.ccfgift.org. We can assist in helping you provide clients with clear and understandable gift illustrations and explanations relating to all types of giving vehicles.
- Use our Gift Calculator.
- Learn more about our Professional Advisory Board.
If you have additional questions, please contact David Pederson, Director of Major Gifts at 602-354-2404.