Professional Advisors
As a trusted professional advisor, your clients rely on you for guidance when engaging in philanthropy and charitable planning. DuPage Foundation recognizes the important role you fill for your clients and is here to assist you in helping them meet their unique charitable giving goals.
Our broad expertise in charitable giving strategies and deep knowledge of the local charitable landscape makes us the perfect partner to help you add value to your clients.
Here are some of the free services DuPage Foundation provides for your clients with charitable giving intentions:
- Conference calls and in-person consultations
- Introductions and site visits to local charities
- Assistance in clarifying charitable giving objectives
- Advice in streamlining current and future giving plans
- Creation of customized giving plans with maximum flexibility and tax efficiency
In addition to helping you serve your clients, we are deeply committed to being a knowledge base and convening partner for you. We offer you:
- Periodic continuing education programs to help you stay on top of the latest developments in charitable planning
- Networking events to get you connected with peers who share your commitment to helping clients make philanthropy an integral part of their current and long-term plans
Getting a jump on a future “to do” list is always such a good feeling. The team at DuPage Foundation can help you with your clients’ long-term charitable giving plans by putting in place the structures to receive bequests decades from now, or in case they are suddenly needed sooner.
No matter how frequently you remind clients to pause before they automatically reach for the checkbook to make their charitable gifts, many clients still give cash! As an attorney, accountant, or financial advisor, you are well aware that giving long-term appreciated assets is often one of the most tax-savvy ways your clients can support their favorite charities. Nevertheless, it’s sometimes hard to convey that message to them with words that stick. Next time, consider using illustrations to help them see the benefits.
What do the following well-known people have in common? Aretha Franklin. Prince. Amy Winehouse. Jimmy Hendrix. Sonny Bono. Abraham Lincoln. Michael Jackson. James Gandolfini. Princess Diana. Heath Ledger.
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In this webinar, charitable giving and financial planning expert, Professor Russell James, JD, PhD, CFP® presents the top strategies to help clients accomplish their goals and maximize their benefits through savvy, tax-wise giving. Dr. James shares tips on reducing tax burdens, maintaining wealth over generations, and navigating gifts of appreciated assets, life insurance, and more.
