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
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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.