As attorneys, CPAs, and financial advisors, you know very well that trust is at the foundation of your relationships with clients. Your clients are seeking a similar level of trust with the people and organizations that are helping carry out their philanthropic wishes. HCCF can help bolster clients’ trust in their favorite charities.

When you’re working on the charitable components of a client’s estate or financial plan, one of the first areas you’ll likely explore is the structure. Review the similarities and differences between a DAF and a private foundation to help your client meet their goals.