Why Partner with Significance?

1.  You have a question about the best way for your clients to benefit favorite charities through their estate plans. Significance educates and shares its decades of charitable planning experience helping insure effective philanthropy.  Whether it is creating a charitable foundation, life income trust, or a simple bequest, we customize each solution helping you assist your clients in best achieving their philanthropic values, visions, and goals.

If your clients desire to establish an endowed fund at their favorite charity but the organization does not have an endowment program, Significance guides charitable organizations in developing endowment fund programs enabling your clients’ gifts.

2.  You need access to expertise and experienced charitable giving counsel helping you assist clients in achieving their philanthropic values, visions, and goals. Clients face challenges in distributing their wealth to charity.  Significance supports advisers by empowering clients with easily understood tools enabling them to employ giving options that will best achieve their charitable giving objectives.

If clients want to be in charge of their philanthropy but are not sure what to do, Significance empowers them with the knowledge and philanthropic experience giving them the confidence to engage you in handling their charitable plans while Significance quarterbacks the process and administers the required paperwork. 

3.  You want to maintain relationships with your clients throughout the planning and implementation of their philanthropic plans. Significance provides your clients with the assurance of using your professional services throughout the design and implementation of their charitable plans. 

If your clients desire involvement of future family generations in their charitable planning, Significance educates and empowers their anticipated participation.  If your clients do not have family or others to trust their philanthropy beyond their lifetimes, working with you and the other members of their team of professional advisers, Significance provides a system for perpetuating the achievement of their charitable goals.

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