You retain (and will deepen) your relationship with your clients
8.
You and your clients instantly get a staff of 40 to assist them
7.
Less work for you
6.
You keep the money (it can stay in your book of business)
5.
You’re in good company (all the other cool advisors are doing it!)
4.
No really, you can keep the money!
3.
Your client’s interests come first
2.
The call is always free
1.
You partner with the local experts in philanthropy
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For more information, contact Jan Edmondson, senior gift planning advisor, 317.634.2423, ext.510 or jane@cicf.org Mary Stanley, senior gift planning advisor, 317.634.2423, ext. 319 or marys@cicf.org
Helping Our Clients Do Good by Planning Well by Diane R. Sargeant, JD, IN Certified Estate Planning & Administration Specialist, Cox, Sargeant & Burns, P.C., Attorneys At Law, Member of CICF Professional Advisor Leadership Council
