There are many ways we can support your work with clients:

Free Presentations

Would the members of your firm be interested in learning more about how charitable giving can benefit clients? Or do you belong to a club or membership organization that would like a presentation? Our staff often speaks to groups about:

• charitable giving options
• community needs and issues
• our grant making priorities and impact
• planned giving and
• charitable giving benefits.

Free Gift Annuity Illustrations

We are glad to 'run the numbers' for you if a client is interested in a charitable gift annuity.  Many clients seek giving opportunities that provide capital gains savings, an income tax deduction and a lifetime income for the donor, donor's spouse or another individual. 

We can provide not only the tax deductions that are available to your clients but illustrations, a brief description of the gift plan and annual cash flow projections.

If you would like to discuss an idea you have or to arrange any of the free services, please contact Stuart Lerman at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .