Solutions for Your Clients
We work with you to find charitable giving solutions for your clients that offer the maximum tax benefits, the flexibility and the impact they desire – now and beyond their lifetimes.
Those solutions include:
- Family giving opportunities. Learn More
- Legacy giving options. Learn More
- Establishment of endowments to benefit specific organizations or a cause, to build future sustainability. Learn More
- Assistance with corporate philanthropy programs.
To learn more about how we can assist you in serving your clients, please contact Beverley McLain, Senior Vice President, Philanthropic Services at 813.609.4855 or firstname.lastname@example.org.