About-Us

Advisors Resources

Select	Title	Date
Select an item	pdf Donor Advised Funds and Private Foundations ( pdf, 144 KB ) (3322 downloads)	18 May 2022
Select an item	pdf Professional Investment Advisor (PIA) Program ( pdf, 4.27 MB ) (3459 downloads)	18 May 2022
Select an item	pdf Professional Advisors eResource ( pdf, 364 KB ) (6196 downloads)	16 Sep 2020
Select an item	pdf Listening for Charitable Opportunities ( pdf, 704 KB ) (17441 downloads)	07 Apr 2010
Select an item	pdf Flexible Charitable Options ( pdf, 831 KB ) (16485 downloads)	07 Apr 2010
Select an item	pdf Options for Donors – Comparing Three Approaches to Giving ( pdf, 227 KB ) (18008 downloads)	25 Oct 2007
Select an item	pdf Giving Advice for Advisors ( pdf, 681 KB ) (20388 downloads)	17 Nov 2006
Select an item	pdf Top 10 Reasons to Discuss Philanthropy with your Client ( pdf, 375 KB ) (19001 downloads)	03 Aug 2006
Select an item	pdf Public vs Private FDN PDF ( pdf, 49 KB ) (20742 downloads)	14 Mar 2006
Select an item	pdf Advisors Guide PDF ( pdf, 629 KB ) (8076 downloads)	14 Mar 2006