Attorneys, accountants, estate planners, wealth managers and other professional advisors can find personal services for charitable giving through the Trust.
Consultation services
We work with you and your client to structure a giving plan that meets their unique financial and philanthropic goals. Our experienced gift planning staff can explain the benefits and provide sample gift calculations in confidence.
On-site presentations
We offer customized presentations by experts on tax and estate laws, charitable gift planning and other topics for individual professionals, groups or firms.
GiftLaw
The Trust’s GiftLaw advisor portal provides up-to-the-minute insight into tax, gift and estate planning issues.
To learn more about our flexible giving options, contact Jason Baxendale, Director of Gift Planning at or 312.616.8000 ext. 110.
