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Professional Advisors

As a professional advisor, you are in a unique position to not only guide your clients through a critical financial needs assessment but also help them achieve their charitable goals.

If you’re not discussing charitable giving with your clients, you may be missing an opportunity to add value to the services you already provide.

In This Area

  • Glossary of Philanthropic Terms
    New to philanthropy? Learn the basics with our helpful glossary of philanthropic terms, compiled from the very best resources on the Web.

More Resources

  • State of Michigan - Attorney General's Charitable Trust Section
    Procedures & requirements; laws & statutes; forms; e-filing of IRS Form 990; resources and tools provided by the state entity charged with licensing and supervising charitable trusts in the state of Michigan.
  • National Center for Family Philanthropy
    The mission of the National Center for Family Philanthropy is to promote philanthropic values, vision, and excellence across generations of donors and donor families.
  • Building Client Relationships Through Philanthropy
    Practical guide from New York Regional Association of Grantmakers that explains how you can add value to your relationships with clients by helping them develop a thoughtful and strategic plan that will increase the impact of their generosity.
  • The Philanthropic Initiative (TPI)
    TPI, a nonprofit philanthropic consulting firm, provides many web-based resources designed to help legal and financial advisors engage and support their clients around charitable giving.
  • forgoodforever.org
    Learn about Michigan community foundations - find your local community foundation.