Professional Advisors Toolkit
Welcome!
Thank you for your interest in engaging clients in discussions about Philanthropy. We believe that the whole community benefits when all of us feel empowered to become philanthropists. This Leave10 Advisor Toolkit will provide you with guidance and tools for how to move from being the client’s attorney, accountant, or financial advisor to become their “trusted advisor.” Charitable giving brings people joy and you will have the opportunity to participate directly in contributing to your clients’ happiness.
Advisor Toolkit
You can download the PDF or Word Doc versions of the toolkit. They are exactly the same just different file formats.