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Professional Advisor

Individuals who assist in planning and executing charitable giving through providing information on giving options according to one's specific financial situation. Types of professional advisors include: attorney, accountant, estate planner, financial planner, stockbroker, insurance broker, planned giving officer, philanthropy consultant.



 
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Parity
Passion
Payout Requirement
Philanthropist
Philanthropy
Pledge
Private Foundation
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Public Foundation
Public Support Test
Restricted Funds
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Strategic Giving
Supporting Organization
Tax-Exempt Organizations
Technical Assistance
Tithing
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Trustee
 
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Contact: 414.270.1978 • 759 N. Milwaukee Street, Ste. 515 • Milwaukee, WI 53202