A good plan makes all the difference.
As a professional financial advisor, your most valuable asset is the trusting relationship you’ve established with your clients.
The Greater New Orleans Foundation works closely with you to tailor solutions for clients to meet their charitable giving goals and offer the most beneficial tax outcomes. We provide many ways to incorporate philanthropy into their estate plans. Acting as thought partners, our team assists seasoned and emerging advisors and donors alike.
Our staff’s expertise in planned giving provides clients with in-depth understanding of pressing community issues such as living with water, education, economic development, the arts, poverty, supporting the LGBTQ communities, and the advancement of women and girls.
The Foundation brings this wide-ranging knowledge under one roof, empowering you and your clients to leave philanthropic legacies that improve the community while also achieving the financial goals you help them establish.