For Professional Advisors
Help your clients achieve their philanthropic objectives by working with LVS and take advantage of our gift planning experience. Your clients rely on your guidance to make important financial decisions. When it comes to charitable giving, we can partner with you to simplify their giving and amplify their impact.
Our staff is ready to assist you and your clients with a variety of planned giving techniques to support vision health and sight conservation including CGAs, CRTs, IRAs, life insurance, bequests, 401k, and other life income tools. We also offer in-depth knowledge of local community issues and needs and can share the latest trends in philanthropy.
Professional Advisor Support
We are continually working to provide relevant and meaningful tools to our Professional Advisor partners and are committed to equipping you to help meet your client’s needs. We are pursuing seminars on relevant topics for Professional Advisors including ethics, tax law changes, trends in philanthropy, estate planning, and more. We are also pursuing forms and resources that will be helpful to you in serving your clients. Please revisit this page often for the latest information.
If you would like to learn more about the support we can provide to professional advisors, contact our President & CEO, Daniel Prohaska, at Daniel@sightfirst.org.