Professional Advisors

We are here to help you help your clients.

For over 100 years, we have provided donor services that help individuals and families throughout the Chicago region take control of their charitable giving. Maximizing federal and state tax benefits, reducing costs and administrative burdens—our staff works alongside you to achieve each client’s unique charitable goals.

Charitable Funds & Services

Working Together

We work closely in consultation with you and your client to structure a giving plan that meets their unique financial and philanthropic goals. Our experienced gift planning staff can explain the benefits and provide sample gift calculations in confidence.

  • On-Site Presentations

    We offer customized presentations by experts on tax and estate laws, charitable gift planning and other topics for individual professionals, groups or firms.

  • Advisory Committees

    Professional advisors like you play a critical role in the future of philanthropy in our region. Two committees—composed of lawyers, financial advisors, investment managers, accountants, trust officers and others from top advisory companies throughout metropolitan Chicago—work closely with the Trust to learn more about the community, and to better address their clients’ philanthropic goals.

    The Young Professional Advisory Committee, established in 2005, includes our advisors under the age of 40.

    Current professional advisory committee members

Giving Insights

Insight - Converting Collectibles into Charitable Impact

Insight - Starting the Conversation for Effective Year-End Planning

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Meet Our Team