Professional Advisors

As a professional advisor, you are in a unique position to not only guide your clients through a critical financial needs assessment but also help them achieve their charitable goals.

If you’re not discussing charitable giving with your clients, you may be missing an opportunity to add value to the services you already provide.


Doing Well by Doing Good...The Legal and Financial Advisor's Role [PDF]
The Philanthropic Initiative
Report discusses how professional advisors can serve their clients better by “asking the philanthropic question” more effectively, based on surveys and interviews with 500+ members of the field.

Starting a Foundation: Advantages and Disadvantages [PDF]
Hurwit & Associates
Pros and cons of starting a private foundation, from Hurwit & Associates, a law firm that serves nonprofit, philanthropic, and exempt organizations.

Facing Important Legal Issues [PDF]
National Center for Family Philanthropy
Starting a family foundation involves many legal issues, including: Defining your foundation's charitable purposes; obtaining tax-exempt status; choosing assets that will fund the foundation; and staying out of trouble.


The Philanthropic Initiative (TPI)
TPI, a nonprofit philanthropic consulting firm, provides many web-based resources designed to help legal and financial advisors engage and support their clients around charitable giving.