charitable giving advisor

Value-Added Service for Your Clients

Katie A. Sparks

Value-Added Service for Your Clients

services

• Collaborating with you and your clients together when they have questions about charitable giving

• Referring Katie to your clients while collaborating with you

• Training for you—the professionals: financial advisors, attorneys, exit planners, accountants, etc.

• Talking points and counsel for you—the professionals—to use with your clients