As a professional advisor, you are often the first and most important source of information for people interested in creating a substantial charitable legacy. With The Foundation as your partner in philanthropy, you'll be well equipped to address your clients' complex charitable planning needs, empowering them to support their favorite causes while also securing valuable benefits for their families.
We offer a range of philanthropic services, including: Endowments; Donor Advised Funds; Family Support Organizations; Charitable Remainder Trusts and Charitable Lead Trusts; Bequests; Strategic Grantmaking and access to consultative services with our Center for Designed Philanthropy; Intergenerational Philanthropy; and much more.
We offer a range of tools and resource information for the advisor. The Foundation hosts an annual Professional Advisor Speaker Series for our network of professional advisors about current issues in tax planning and charitable giving.
Some additional tools and resources for professional advisors are below.
This workbook will help your clients prepare and organize their information, so you can look at it as a whole when you meet with them.
The Foundation's series of breafast sessions offered to our network of professional advisors to gain valuable knowledge, network with like-minded colleagues, and become better prepared to address your clients' charitable gift planning needs.
Call 323.761.8704 to learn more.
Our Development Team (L-R) Dan Rothblatt, Baruch Littman, and Elliot Kristal. Photo credit: Max Gerber photography