Who is a Charity Advisor?

Any person who is working for, with, or otherwise interested, in charitable organizations or their donors.

You Might Be a Charity Advisor If…

(i) you think a stock tip is advice on worming your hogs (oops, sorry, that's if you might be a redneck…);
(ii) you are retained by a client as a professional advisor to create a charity or assist with its operational issues;
(iii) you are retained by a client as a professional advisor to structure a charitable gift or an estate or financial plan;
(iv) you are employed by a charity and work with donors and potential donors in structuring a charitable gift;
(v) you are sitting on the Board or Committee of, or serving as an officer of, a charity;
(vi) you are a financial planner or an insurance or investment professional, assisting your clients with their personal planning;
(vii) you work for a professional fiduciary or other for-profit entity which assists individual's with their tax, financial or estate and wealth planning, or administers a charitable gift vehicle; or
(viii) you are retained by a client as a CPA to prepare income, gift or estate tax returns.

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