Services for Estate Planning Attorneys
Clients wish to leave gifts to charities in their estate plans, but even with the best intentions, it can get complicated. While they express a desire for charitable giving, they may not have a clear strategy in place for how to achieve their philanthropic goals efficiently and effectively.
As a dedicated philanthropic advisor, I partner with estate planning attorneys to bring specialized expertise to your clients, seamlessly fitting in with your services. Here are two key ways I can assist you and your clients:
Turn Good Intentions into Great Impact:
I work with your clients to clarify their charitable desires and find causes that genuinely connect with their values. Beyond just naming a charity, together we help define the impact they want to create, linking their estate plan to a vivid philanthropic vision. This ensures their legacy isn't just about assets, it’s about meaningful change.
Simplify Administration & Provide Ongoing Guidance:
It's not just about a single donation. I guide your clients in building a clear, long-term plan for their giving journey. We explore different options and develop strategies for ongoing engagement to help them create a lasting legacy.