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HOME > DONORS & ADVISORS > FOR ADVISORS
For AdvisorsHelping You. Help Your Clients. Help Others. As a professional advisor, you know your clients rely upon you to help them achieve their financial and charitable goals. Your clients expect advice on how charitable giving relates to their business, retirement and estate plans. If you are already familiar with charitable planning, you know that being familiar with charitable concepts enables you to form stronger relationships with your clients and allows you to provide more comprehensive service. If you are not familiar with charitable planning, you may be interested to know that most affluent individuals and families make sizable contributions to charity each year. You probably have clients in this group. Are you helping them make the most effective and tax-efficient gifts? The Asian Pacific Fund is available to you as a resource for information on charitable planning. To learn more about how the Asian Pacific Fund can help you help your clients help others, contact Gail M. Kong, Executive Director and President, or call the Asian Pacific Fund at 415.433.6859. |
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