For Professional Advisors
PPCF works closely with professional advisors using an effective five-step system.
• We help analyze what your client might need: for example, immediate charitable tax deductions, longer term tax relief, income for life, asset preservation, estate preparation, and more.
• We help figure out how charitable activities might advance your client’s financial independence and family legacy.
• We help identify timelines for charitable activities that provide maximum benefit to your clients.
• We help figure out which charitable instruments, in tandem with asset transfers and investment strategies, will best achieve the needs of your clients.
• We then help build and, as appropriate, implement a charitable gift plan that really works.
Call us at 719-389-1251 or contact us via email to learn more.