PPCF works closely with professional advisors using an effective five-step system.

step-1We 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.

step-2We determine how charitable activities might advance your client’s financial independence and family legacy.

step-3We help identify timelines for charitable activities that provide maximum benefit to your clients.

step-4We help determine which charitable instruments, in tandem with asset transfers and investment strategies, will best achieve the needs of your clients.

step-5We then help build and, as appropriate, implement a charitable gift plan that is highly effective.

For More Information: