The Greater New Orleans Foundation is the community foundation serving the 13-parish region of metropolitan New Orleans.

WE DO OUR WORK BY:

Designing and leading
initiatives to improve the region.

Connecting donors to
community needs.

Identifying and supporting
great nonprofit organizations.

Strengthening civil society.

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Enhancing the Advisor’s Role

Professional advisors significantly impact the way their clients perceive and engage in charitable giving. While starting a conversation about philanthropy can seem a challenge, it can benefit your clients, your own practice, and your community.

More Than Ever, Donors Are Turning to Professional Advisors for Philanthropic Advice

  • Many clients already support charities, and a comprehensive financial planning process should include their philanthropic goals and objectives.
  • Whether they are planning their estate or selling highly appreciated stock, clients can benefit financially from charitable giving.
  • While many advisors only talk about philanthropy in terms of tax advantages, studies by The Philanthropic Initiative of Boston indicate that causes—more than taxes—drive donor giving, and many donors want to discuss both their financial and charitable goals with an advisor.
  • An increasing number of donors want to maximize the impact of their gifts and see results. They want advisors to be well-informed about philanthropic planning or connected to experts who are.

Strengthen Your Own Practice

  • The charitable giving conversation can lead to a more complex planning engagement and help you serve your clients better.
  • Sound counsel regarding philanthropy can set your practice apart, increase client satisfaction, and strengthen client loyalty.

Let Us Be Your Resource

  • Let us help you and your clients navigate the overwhelming number of possibilities for giving.
  • With over 25 years of experience, we can direct you and your clients to individuals and organizations doing great work in all major areas of community life.
  • When you choose to partner with the Foundation, we respect the relationship you have with your clients and want to make our services available to you-from gift-giving assistance to grant-making support. Please note that advisors can retain management for funds over $1 million.
  • Just as clients expect referrals to experts in other specialties like accounting or law, they often welcome a referral to an expert in charity. We want to be your partner in philanthropy.

To learn more about how a partnership with the Greater New Orleans Foundation can meet your clients’ needs, please contact Alice B. Parkerson, vice president of development, at (504) 598-1291.