For Professional Advisors

Partnering to Create Lasting Legacies

As a trusted advisor, you play a critical role in helping your clients achieve their philanthropic goals. We’re here to provide the tools, resources, and expertise to help you guide them in making a meaningful impact through charitable giving.

Fairview Fairmont

Why Partner with Crawford Heritage?

By working with us, you can help your clients:

Maximize Charitable Impact

Tailor giving strategies to align with their financial and philanthropic goals.

Optimize Tax Benefits

Explore options that provide financial advantages while supporting charitable causes.

Establish a Lasting Legacy

Ensure their generosity continues for future generations.

Give with Confidence

Partner with a trusted foundation that manages funds responsibly.

Ways We Support Advisors

We offer a variety of giving options and planning strategies to help you best serve your clients:

Charitable Trusts & Bequests

 Help your clients structure their giving to benefit both their heirs and the causes they care about.

Donor-Advised Funds

 Offer flexibility by allowing clients to recommend grants over time while maximizing tax advantages.

Legacy Planning

Create a meaningful, long-term impact by incorporating philanthropy into estate plans.

Collaborate on Client Goals

 We work alongside you to create personalized philanthropic solutions tailored to your clients’ needs.

Teamwork

Let’s Work Together to Create Impact

We’re here to support you in helping your clients leave a lasting legacy. Reach out to discuss customized giving solutions and partnership opportunities.

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