How We Work with Professional Advisors
We know as a professional advisor you take seriously your responsibility to help your clients and that you want to stay up-to-date on changes in laws and information that may assist you in charitable giving options for your clients. We would like to be considered a resource for starting a conversation with your clients about planned giving, and for the latest research into planned giving options. We are here to help you serve your clients and facilitate all forms of charitable giving.
Here are some of the services we can offer to you:
- 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 communities' charitable needs
Consultations are provided confidentially and at no cost.
For more information or to set up an appointment, contact Liz Workman at lizw@mcfks.org or (785) 587-8995.
For more research on planned giving, here are web sites with more information for you and your clients:
National Committee on Planned Giving - www.ncpg.org
Aims to increase the quality and quantity of charitable planned gifts by serving as the voice and professional resource for the gift planning community
Council on Foundations - www.cof.org
An association of foundations promoting effective and responsible philanthropy
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