There are many ways we can support your work with clients:
1. Free Presentations Would the members of your firm be interested in learning more about how charitable giving can benefit clients? Or do you belong to a club or membership organization that would like a presentation? Our staff often speaks to groups about:
charitable giving options
community needs and issues
our grant making priorities and impact
planned giving and
charitable giving benefits.
2. Free Illustrations We are glad to 'run the numbers' for you if a client is interested in a life income arrangement. Many clients seek giving opportunities that provide capital gains savings, an income tax deduction and a lifetime income for the donor, donor's spouse or another individual.
We can provide not only the tax deductions that are available to your clients but illustrations, a brief description of the gift plan and annual cash flow projections.
3.The Planned Giving Design Centeris a free, comprehensive, online resource about charitable giving for the professional advisor community. PGDC offers an extensive research library, in-depth articles and up-to-date information on all aspects of charitable gift planning and estate tax law. 4.PhilanthroCalc is a planned giving calculatorthat lets donors and advisors easily calculate the tax impact of a deferred gift.
5. "Smart Giving" Newsletter Smart Giving is a bi-annual newsletter published for financial, tax and estate planning professionals. Issues include: upcoming continuing education opportunities, illustrations in charitable gift planning and charitable planning opportunities to share with your clients.
Contact us if you would like to join our mailing list or contribute to a future issue.
Smart Giving Fall/Winter 2007
Smart Giving Spring/Summer 2007
Smart Giving Fall/Winter 2006
Smart Giving Spring/Summer 2006
Contact Us If you would like to discuss an idea you have or to arrange any of the free services, please contact:
Lisa Foley - Director of Gift Planning (603) 225-6641 ext. 1262
Peter Lamb - Vice President of Philanthropic Services (603) 225-6641 ext. 1241
37 Pleasant Street // Concord, NH 03301 // (603) 225-6641
