Resources and Services for Professional Advisors

The Chicago Community Trust offers an array of services and products for attorneys, accountants, estate planners, wealth managers and other professional advisors.

If you are interested in any of these services, contact Jason Baxendale, Director of Gift Planning at 312.616.8000 ext. 110.

  • Consultation Services – We can work with you and your clients to structure a giving plan that meets their personal, financial and philanthropic goals.

  • Planned Giving Services & Forms – Our professional staff can explain planned giving options and benefits and provide sample gift calculations in confidence. We also provide the forms needed to benefit a fund at the Trust.

  • Special Presentations – We offer presentations by our staff and other experts on tax, estate, charitable gift planning and other topics of interest to professionals.

  • On-Site Firm Presentations – We can customize a presentation for individual professionals, groups or departments in a firm.

  • GiftLaw  – The Trust’s GiftLaw provides the best current information on all aspects of gift planning, include a reference library, gift calculation options and the latest news on tax, gift and estate planning issues.


 

 

Contact Us

Jason Baxendale
Director of Gift Planning

Resources and Services for Professional Advisors