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Attorneys, estate planners, financial and investment
advisors - there are numerous professionals who have
the opportunity to advise wealthy individuals and
families about their charitable options. As one of
these professional advisors, you are in a unique position
to provide valuable information and insight to your
clients about their philanthropic options. DVG can
serve as a partner by offering you tools and resources
that can help you to increase your clients' knowledge
about philanthropy and to guide them toward achieving
their charitable goals.
We invite you to explore this section of our Web
site, including The
Art of Charitable Planning, a comprehensive resource
designed especially for professional advisors, that
will provide you with information on your role in
the charitable planning process, why you should discuss
giving options with your clients, and the many philanthropic
opportunities that are available.
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