We value your work, respect your relationship with your clients, and are here to provide a process that is both clear and smooth.
You can rely on us for support in implementing your clients’ charitable wishes, whether you are an attorney, financial planner, accountant, trust officer, insurance agent or other investment professional.
A personal approach
Although we offer many different types of funds that enable your clients to give now or through estate planning, they are really only the beginning of the options available. We can customize individual plans, suiting them to your clients’ individual interests and needs.
Top financial strategies
Excellence provides important financial benefits, expert giving advice, and the top tax advantages available through charitable giving. Your clients can contribute a wide variety of assets, including cash, stock, life insurance, real estate and more. They are also welcome to tap into the expertise of our Investment Committee and Global Scientific Advisory Council.
Giving made easy
Working through Excellence allows your clients to focus on the most enjoyable part of giving – making grants! We manage all the administrative work for them, including investing, annual tax reporting, due diligence about nonprofits they wish to support, and compliance with IRS regulations. Strict confidentiality is always the rule. When your client establishes a fund, we provide clear instructions about how to use the fund.