Information for Professional Financial Advisors
Professional advisors play an important role in helping clients create and realize their philanthropic goals. Please click here to access related information and tools.
Financial advisors click this link to initiate a transfer of securities to QIF on behalf of their client.
Giving
Giving Documents
Charitable Donations of Life Insurance
Giving to Your Community Foundation Infographic
Community Foundation and Community Fund Infographic
Donation of Publicly Listed Securities to QIF
Charitable Donation Cash or Shares Example
Understanding Tax Receipting of Charitable Gifts of Life Insurance
What is Insurance Trafficking?