Gain Access to End of Year Checklists, Key Dates, and Resources for Professional Advisors

Let us become part of the team that supports your client and allows you to provide them with specialized guidance to meet their charitable goals. Get access to:

  • End-of-Year Year Charitable Giving Checklist for Professional Advisor
  • Key dates for giving deadlines
  • One Big Beautiful Bill Act: Three big picture pointers for 4th-quarter giving
  • And more...

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Your Clients Can Finish 2025 Strong with Targeted End of Year Giving

You have your clients’ best interests at heart. We do too. We become part of the team that supports your client and allows you to provide them with specialized guidance to meet their charitable goals. Working in partnership, we can provide suggestions of nonprofits and initiatives that align with your clients' charitable goals and will have a meaningful impact in our community.

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