Involving your professional advisor in your Fund #
Many people in our giving community choose to involve their accountant, lawyer or financial planner in their giving by making them an additional Fund Advisor. This gives your advisor insight into your Fund’s activity. Learn more: Fund Advisor Authority
Support for professional advisors #
Are you a professional advisor? We can work with you to provide the structure, services and community to support your clients’ giving. We also offer solutions for you and your team to upskill in structured giving. Contact us for a conversation about taking your service offering to the next level.
Learn more: Support for Professional Advisors