At NPA, our work with professional advisors occurs on two levels. First, we work with professional advisors to help them better understand how they can talk to their clients about charitable giving.  Many advisors are uncomfortable discussing charitable giving with their clients, but this discussion can provide a higher level of service to the client, generate more business for the firm, and provide significant benefits to the local community.  Are you uncomfortable in talking to your clients about charitable giving? See: Introducing a Client to Charitable Giving.

Second, NPA works with professional advisors to support the philanthropy of their clients. In this role we serve as a value-added partner by creating strategies for effective and rewarding philanthropy for the advisor's client.

Did you know:

• Many professional advisors are uncomfortable talking with clients about charitable giving.
• Many family foundations lose their focus after the passing of the first or second generation of leaders.
• A "support organization" offers most of the benefits of a private foundation, while avoiding many of its onerous requirements.
• A planned gift can be a source of great joy during a client's lifetime.

At NPA, we find that professional advisors are often facing the following challenges or issues:

• Do you work with a family foundation that has an elderly founder with no plan in place for the next generation to take over? See Succession Planning.
• Do you have a client who is thinking about his/her charitable legacy but is confused about the benefits of a private foundation versus a donor advised fund? See Alternatives to Foundations.
• Are you setting up a new foundation for a client and want to ensure that the foundation stays true to the founder’s vision? See Sunset Dates.
• Do you handle the legal work for a number of foundations, but are overwhelmed or annoyed by having to respond to eager applicants? See Foundation Management.
• Does your client want to make a major gift, but you have a few questions before he or she makes a commitment? See Confidential Inquiry.
• Does your client want to make a major gift, but is concerned about getting the appropriate naming recognition? See Avoiding Donor Remorse.