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As you know, donors look to their advisors for financial planning advice and tax strategies. We make things simple and effective. Find resources below and please don't hesitate to give us a call.
Our top resources for you and your clients

Initiate the charitable conversation with your client. Based on the overall wealth plan you have created with your client and on your client’s charitable interests, we can help you organize, plan, and implement a strategy to meet your client’s philanthropic goals.

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Advised Funds

Assist your client in reaching his or her charitable giving goals by partnering with us. Our Donor Services and Development team offers guidance, if needed, and can offer expertise in areas of individual, mission-driven strategy plans, gifts of complex assets, and various giving options.

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Help your clients prepare now to make a lasting, future gift to support the causes that have been important to them during their lifetimes. We work closely with you, the professional advisor, as well as the charitably inclined client, to tailor a lasting legacy that will meet both their charitable and tax objectives.

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Browse our additional resources, including investment options, administrative fees and gift acceptance guidelines, to learn more and to help answer any questions you or your clients may have about working with us.

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Visit GiftLaw,® a web-based gift planning tool for professional advisors interested in charitable gift planning strategies. It includes overviews of new legislation and legislative proposals, summaries of recent IRS private letter rulings, recent court decisions, and case of the week presentations.

We're Here to Help

Our Donor Services and Development team is experienced, knowledgeable, and focused on the goals of your giving. We share a passion to help your generosity do the most good.

Because that's what truly matters.

Angela G. Parsons, J.D., CAP®
Vice President – Donor Services
Brad Britton, J.D., LL.M.
Director of Planned Giving and General Counsel
Jeff Byars, CAP®
Associate Director for Donor Services
Christine Donovan
Donor Services Officer
Lisa Jolley, J.D., CAP®
Senior Director of Donor Services
Lisa Lynch, CAP®
Associate Director for Donor Services
Steven Moore
Community Counsel and Director of Donor Services
Alicia Szempruch
Scholarships Officer and Manager of The Big Table