Resources for Advisors
Developing a charitable plan that takes into account your client's financial and charitable need is no small task. As a professional advisor, the opportunity you have to help your clients achieve their philanthropic goals is both a privilege and a challenge.
We want to be a resource for you as well as the philanthropic partner for your clients. A full understanding of the many possibilities of charitable giving, which can offer special tax benefits, can also help your clients achieve financial, personal or buisness goals.
We consider attorneys, accountants, financial planners, insurance agents and other professionals who have relationships with donors to be our valued partners in charitable giving. We offer a charitable giving plan through American Funds that makes it possible for you to recommend philanthropic gifts that will bring your client tax benefits while you continue to earn commissions and service fees.
We have an outstanding reputation for integrity and service to donors. And we've developed unique resources for you to use in helping donors craft their charitable giving plans.
Click here if you would like to review the WCF Investment policy.
Our Foundation is here to help you with the donation process. If you have questions about our advisor resources that have not been answered in this section, please click here to contact us for more information.