How We Work With Professional Advisors

How we work with professional advisors

We know as a professional advisor you take your responsibility to help your clients seriously, and that you want to stay up-to-date on changes in laws and information that make a difference in their charitable giving options. We're a resource for starting a conversation with your clients about planned giving, and for the latest research into planned giving options. 

Here are some of our services:
  • Offer counsel on giving instruments and funding options.
  • Illustrate, project, draft or review necessary documents.
  • Develop strategic giving plans for your clients and their families.
  • Assist with grantmaking research, recommendations and outcomes.
  • Provide information and guidance on the community's charitable needs.
Consultations are provided confidentially and at no cost to you or your clients.  

For more information or to set up an appointment, contact Aubrey Abbott Patterson.