Professional Advisors

For Professional Advisors

As a professional advisor, you are in a unique position. You can help your clients achieve their financial goals and personal dreams, and at the same time help the community expand its philanthropic resources.

Helping You Serve Your Clients

As part of our commitment to Richland County, we strive to serve as a community specialist for professional advisors and as a resource for the individual charitable needs.

IRA Charitable Transfers

Individuals aged 70 1/2 and older can transfer up to $100,000 annually from an Individual Retirement Account (IRA) to a charity without being federally taxed.

Charitable Gift Annuities

An annuity is the payment of an annual income or allowance. A charitable gift is, well, a gift to charity. Put them together and you have a Charitable Gift Annuity -- the giving technique with something for everyone. It’s an ideal plan for those who’d lik

Estate Planning with Attorney Jack Stewart

Jack Stewart Estate Planning Webinar