GMCT continuously works with attorneys, accountants, financial advisors, and other professionals as they assist their clients with charitable gifts and gift planning.
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Services we offer to professional advisors include:
- Provide impartial information about how the field of philanthropy may be of benefit to your client
- Sample agreements
- Various types of funds for a specified or open-ended charitable purpose selected by the donor
- Ways of giving (CRTS, wills, stocks, etc.)
- Management of legacy gifts (wills or trusts)
- Importance of endowments
- Anonymity or recognition for clients, as per the his/her wishes
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From the list below, you may request information to be mailed to you at no cost that may be of importance to you and your clients.
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