Gift Planning

Start Building Your Legacy With Our Featured Giving Strategies

Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.

More
Bequest Widget Image

For Advisors

Monday July 22, 2024

At the Initiative Foundation, we have years of experience in collaborating with attorneys, accountants and financial planners. With the help of our staff you can be assured that your clients will fulfill their charitable wishes, meet their financial planning goals, and enjoy the maximum tax advantages.

Here's how we can help:

Additionally, we have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.


scriptsknown