Estate Planning

A donor advised fund can play an integral role in the estate planning process. The following articles and resources can help. Contact us or call at 1-888-966-8170 with any further questions.

Note: The information provided herein is for informational purposes only and should not be interpreted to constitute legal and/or tax advice. Donors should consult their legal and tax advisors regarding their specific situations.

Whitepapers, Ebooks & Articles

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" Keep the Cash: Non-cash Asset Donations Can Provide Big 'Bank' for the Buck" - CRAIN'S Cleveland Business , November 9, 2015logosmall.png


Additional Insights

Estate Planning for Individuals

How to Build your Financial Practice Through Estate Planning

How to Build a Relationship to your Client’s Heirs

The Estate Plans of Elderly HNW Clients

Generational Wealth Transfer: Helping Your Clients Prepare

Keeping the Next of Kin as a Client



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Tom Tobin

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