Talking with Clients about Charitable Giving


Developing a charitable plan that takes into account each of your client’s financial goals and charitable interests is both a privilege and a challenge. Here’s how we can help:

We work as your partner. You stay in control of your client relationships. We’re here to help you provide a full range of services for them.

We offer maximum federal and state tax benefits as a public charity. We can tailor giving plans to meet each of your client’s particular needs.

We have a long standing and vast knowledge of the Southern Arizona nonprofit community. We can help your clients be effective in their giving to the causes they care about.

We can help your clients explore a variety of giving options. Cash, appreciated stock,  and real estate can be gifted during a client’s lifetime or as part of an estate.

We have an outstanding reputation for integrity and service. We are skilled in meeting multiple objectives and solving complex gift plans. We offer confidentiality and anonymity for your clients.