Helping your clients meet their financial and charitable goals is an opportunity and a privilege. Research shows that people who retain professional advisors often are eager to learn about philanthropy and count on their advisors to know about planned giving.

The Peninsula Community Foundation of Virginia is a resource for you and your clients. We consider you our valued partners in charitable giving, whether you are a financial planner, an insurance agent or other professional advisor.

Our staff is available to meet with you to help you stay current on charitable giving options or to provide any other assistance you or your client may need. We can calculate the numbers for returns on a charitable trust. We are also available to make presentations to your firm, professional organization or other groups about charitable giving options, community needs, grantmaking impact, planned giving and charitable giving benefits.

As a professional advisor, you can sign up for the Planned Giving Design Center, a free online resource center. Registered users can choose to receive e-mail alerts and analysis regarding legislative developments, court decisions and Internal Revenue Service regulations affecting charitable giving. The national Planned Giving Design Center complements services offered by the Foundation's staff.

If you need additional information on charitable giving, please contact our Executive Director Jana L. Murphy.

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