Advisors Overview Give and Advise
We partner with lawyers, financial planners, accountants, and others to share our collective knowledge, tools, and connections to assist clients and build a better community.
Since 1989, we have helped clients create more than 850 endowment funds. Those funds have provided more than $150 million in support to causes and organizations that are important to your clients. Endowment funds are the best way for your clients to build their lasting legacy. There are also excellent tax benefits that come with making gifts a part of your client’s estate and financial plans.
Clients don’t need to gift millions of dollars to create a fund. An endowment fund can be established with as little as $10,000. Each year, we grant a portion of the fund (currently 4%) to support the charitable projects, organizations, and causes your client has identified. This means that the fund will continue to grow and give in perpetuity. Click here to learn more about how endowment funds work.
Professional advisors partner with ECF for many reasons:
- We make the gifting process easy and straightforward for your client. We have spent countless hours developing and refining a gifting process that is concise, transparent, and able to meet your client’s needs and wishes. There has never been an easier way for people to start building their lasting legacy.
- We specialize in charitable giving. We have years of experience matching donors’ wishes with the organizations and causes important to them. This will save you time so you can focus on your areas of expertise.
- Our unparalleled expertise about charities here at home and beyond means that your clients will have peace of mind. They will know their generosity is making the greatest impact possible.
- We pride ourselves in using our in-depth skills and experience building relationships to provide your client with excellent service.
- We also understand that trust is the foundation of every relationship. That is why we ensure client’s confidentiality is held to the highest standard. Click here to read our privacy policy.
- We ensure your client’s wishes are recorded clearly, completely, and accurately. We do this through a concise and comprehensive fund agreement. Providing your clients with the confidence that their legacy will be created and managed according to their wishes is of the utmost importance to us.
