Help your client create a permanent legacy by establishing a Named Fund.
Your client can support the local projects and causes they’re passionate about.
Donations can be made during your client’s lifetime — enabling them to see the results of their generosity (and benefit from tax credits now).
Alternatively, your clients can donate through their will or by a distribution from their Family Trust. Gifting by will and from a trust may create or add to existing endowments.
Your clients rely on your guidance to make important financial decisions. When it comes to charitable giving, we can partner with you to simplify their giving and amplify their impact.
