Professional Advisors

Helping serve your clients' needs

Support your clients’ philanthropic needs with TCF as your charitable partner while retaining complete control of your relationships.

Wealth Advisors

Grow client relationships through charitable planning while maintaining control of assets under management.

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Estate Planners

Gain access to unique charitable estate planning tools and benefits that are not offered by other institutions.

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Tax Planners

Charitable solutions to maximize tax deductions for your clients with the added benefit of streamlined reporting.

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We collaborate with you to achieve your clients' goals.

For more than 25 years, we have partnered with professional advisors to achieve financial planning objectives and charitable giving goals for high-net-worth clients and families.

Blending the technical expertise of professional advisors with our philanthropic resources, creates a more holistic approach for clients to preserve and grow their wealth while contributing to the vibrancy of their communities.

“I tell my clients, if charitable giving had an easy button, it would say TCF. It's fast, easy, and low-cost. There's no better way to give."

JIM EAGLETON, EAGLETON BROWN INVESTMENT GROUP, LLC

Why consider a TCF fund for your client?

A Donor Advised Fund (DAF) or other type of fund may be right for your client if they want to:

Take an immediate tax deduction now, decide on charities later
Donate appreciated stock or assets (avoid capital gains taxes)
Simplify charitable giving with one tax receipt vs. many
Create a family giving legacy with multiple generations involved
Avoid the cost and complexity of a private foundation
Get expert guidance on nonprofits and community needs

Simply complete the DAF form below as you work with clients.