Philanthropic Advisory Services for Financial Professionals
Provided by Greater Houston Community Foundation
Greater Houston Community Foundation helps financial advisors, estate planners, and tax professionals serve their wealthy clients better. Their charity experts work with your team to create smart givi...
Houston, Texas
About this service
Greater Houston Community Foundation helps financial advisors, estate planners, and tax professionals serve their wealthy clients better. Their charity experts work with your team to create smart giving plans that save taxes and help families pass on their values. They know Houston's nonprofit groups well and can handle complex charity gifts. This service helps financial professionals offer more complete services to clients who want to give back while managing their money wisely.
Details
Who can use this
Professional financial advisors, estate planners, tax professionals, and attorneys serving high-net-worth clients
Cost
Not specified
Organization
Greater Houston Community Foundation
Houston's preferred philanthropic partner with economic mobility as its strategic priority.
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