Planned Giving Financial Advisor's Guide

Welcome to the Advisor's Guide, where you can find information on the many opportunities for you and your clients to give back to the community.

As a professional advisor, you are in a unique position not only to serve the charitable needs of your clients, but also to dramatically improve the quality of life here in northwest Indiana communities. Funds established today with the Jasper Foundation will provide a critical stream of income in the years ahead to meet the communities' changing needs.

We are here to serve you and your clients to facilitate all forms of charitable giving. Among the things we are prepared to do are

• Offer counsel on giving instruments and options for funding such instruments,
• Provide illustrations and projections,
• Draft or review necessary documents, and
• Provide information and guidance on the community's charitable needs.

All these services are available at no cost to you or your clients, and of course it's on a confidential basis.

You can also access the Planned Giving Resource Center, a resource designed to give professional advisors the latest news and trends in the business.

 

 

 

©1999-2008 Jasper Foundation, Inc.
P.O. Box 295
Rensselaer, Indiana 47978
(219)866-5899
Fax (219)866-0555