Professional Advisors
We are here to help you help your clients.
For over 100 years, we have provided donor services that help individuals and families throughout the Chicago region take control of their charitable giving. Maximizing federal and state tax benefits, reducing costs and administrative burdens—our staff works alongside you to achieve each client’s unique charitable goals.
Charitable Funds & Services
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Donor Advised Funds
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Supporting Organizations
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Private Foundation Services
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Endowed Funds
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Planned & Estate Giving
Benefit Charitable Causes in the Future: Includes sample language for establishing funds
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Quick Forms & Guides
Working Together
We work closely in consultation 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.
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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.
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Advisory Committees
Professional advisors like you play a critical role in the future of philanthropy in our region. Two committees—composed of lawyers, financial advisors, investment managers, accountants, trust officers and others from top advisory companies throughout metropolitan Chicago—work closely with the Trust to learn more about the community, and to better address their clients’ philanthropic goals.
The Young Professional Advisory Committee, established in 2005, includes our advisors under the age of 40.
Meet Our Team
Unlocking the value of non-cash assets
Philanthropy can be so much more than gifts of cash. Guide your clients through leveraging marketable securities, real estate, closely held business interests and even artwork to bring their charitable goals within reach. Check out our fact sheet series:
• Art and Collectibles
• Closely Held Business Interests
• Publicly Traded Securities
• Real Estate
Newsletter signup
Sign up for the Trust’s quarterly email newsletter, created just for professional advisors—you’ll find practical insights to help make the most of our charitable giving vehicles, and guide your clients through smart philanthropy choices.
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