For Professional Advisors

Attorneys, accountants, financial and wealth advisors, insurance agents and financial planners play a critical role in fulfilling the life, estate and charitable plans of philanthropists. To assist in this process, the professional staff of Florida Atlantic University’s Office of Gift Planning is available to help clients craft meaningful charitable plans that reflect their wishes accurately and completely.

Our staff is familiar with the broad range of gift opportunities available at FAU, gift acceptance policies which include alternative gifts such as real estate, art and antiques, and the many giving vehicles including trusts and retirement plans. Most importantly, we listen and respond to the needs and concerns of those individuals and families who want to make a difference in the lives that follow.

We invite advisors to contact us when they have questions regarding charitable gifts to FAU, or when clients need assistance to explore the charitable legacy that would be most meaningful to them.

Special Events for Advisors

FAU shares special events and information for professional advisors throughout the year. To receive, please complete this brief form and write Professional Advisor in the comments box.

Resources that may be helpful

   Complimentary Gift Calculator
   Ways to Give
   What to Give   
   Sample Gift Agreement
   40 Ways to Address Philanthropy with Clients
   Stock Transfer Instructions

 

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 Last Modified 8/8/14