Professional Advisors

Why work with us

Professional advisors: We are here to help you make charitable giving easy, effective and rewarding for your clients.

  • We help you achieve your clients’ charitable giving goals—either in the background or by meeting face-to-face with you and your clients—with support, information and expertise.
  • We are your partner: We bring to the table nearly a century of experience in working with local donors to establish charitable funds through current donations, bequests and other planned gifts, and you maintain your client relationships.

Let us help you work with your philanthropic clients to craft giving strategies that maximize community impact, connect philanthropic values across generations, and maximize tax advantages to ensure that as many dollars as possible flow to the organizations and causes your clients care about most.

Mark Berardi

For more information, please contact:
Mark Berardi, Development Officer | 203.753.1315, x110