About-Us

Advisors Resources

Select	Title	Date
Select an item	pdf Donor Advised Funds and Private Foundations ( pdf, 144 KB ) (3139 downloads)	18 May 2022
Select an item	pdf Professional Investment Advisor (PIA) Program ( pdf, 4.27 MB ) (3243 downloads)	18 May 2022
Select an item	pdf Professional Advisors eResource ( pdf, 364 KB ) (6016 downloads)	16 Sep 2020
Select an item	pdf Listening for Charitable Opportunities ( pdf, 704 KB ) (17257 downloads)	07 Apr 2010
Select an item	pdf Flexible Charitable Options ( pdf, 831 KB ) (16306 downloads)	07 Apr 2010
Select an item	pdf Options for Donors – Comparing Three Approaches to Giving ( pdf, 227 KB ) (17817 downloads)	25 Oct 2007
Select an item	pdf Giving Advice for Advisors ( pdf, 681 KB ) (20208 downloads)	17 Nov 2006
Select an item	pdf Top 10 Reasons to Discuss Philanthropy with your Client ( pdf, 375 KB ) (18810 downloads)	03 Aug 2006
Select an item	pdf Public vs Private FDN PDF ( pdf, 49 KB ) (20561 downloads)	14 Mar 2006
Select an item	pdf Advisors Guide PDF ( pdf, 629 KB ) (7996 downloads)	14 Mar 2006