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Advisors

Advisor Resources

A collection of the most important tools an advisor needs to assist a client giving through the Foundation.

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Donor Advised Funds

Donor Advised Funds are the fastest growing type of fund in the nation for good reason: they are tax-smart, simple to manage, and help donors and their successors to facilitate larger, long-term philanthropic investments.

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Fund Options

We’ve got Donor Advised Funds and many other options for advisors and their clients—and are here to help find the one that best meets a client's needs and giving goals.

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Chartered Advisor in Philanthropy®

A year-long program that offers the gold standard in philanthropic training for advisors.

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Work with us

Connect with us to see how we can work together to meet your clients’ giving goals.

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Join the Giving

You can help us strengthen our community, and we can help you make your giving more effective. Be a part of the good we’re growing by contributing to one of our funds or opening your own philanthropic fund.