As specialists in the philanthropic work of our community, we are uniquely positioned to assist professional advisors in meeting the unique charitable needs of their clients. Among the ways in which we can help you and your clients:

  • We serve as your partner. You have existing client relationships, and that never changes. We simply offer you a wide array of services to meet your clients’ needs.
  • We are Knox County experts and can help you and your clients maximize their local philanthropic efforts.
  • We can recommend meaningful charitable giving without recommending specific charities or causes. Our independence and broad philanthropic approach make us the perfect partner to help your clients meet their unique charitable goals without any pressure to give in any particular direction or to specific entities or causes. By working with us, you can help your clients make the exact charitable impact that is right for them.
  • We can support your work on behalf of your clients across generations, ensuring you and they can remain actively involved in their charitable work for years to come.
  • We can help facilitate exactly the type of philanthropy your clients desire. From the simplest gift to the most complex of charitable arrangements involving a variety of assets and timeframes, we can ensure your clients and their estates optimize their near- and long-term charitable impact.
  • We can help you make a significant difference in the lives of your clients, maximizing their investments and leaving a community-minded legacy for their children.
  • We are a flexible resource when assisting clients with estate planning. With our extensive fund options, we can easily modify and amend fund agreements as your clients’ charitable goals evolve.
  • We are uniquely positioned to provide charitable giving options that maximize charitable impact through proven tax strategies including gifts of appreciated assets and donor advised funds.

Additionally, our Foundation Forward Program is uniquely capable of increasing the impact your clients can make with their charitable resources. Click here to learn more about how this program, provided by Ariel Corporation, can provide matching dollars  for a variety of new charitable funds.