Information for Professional Advisors

We are here to help you help your clients. Maximizing federal and state tax benefits, reducing costs and administrative burdens—our staff works alongside you to achieve each client’s unique charitable goals.

  • Consultation Services

    We work 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.

  • Professional Advisory Committees

    Professional advisors play a critical role in the future of philanthropy in our region. Two committees of professional advisors work closely with The Chicago Community Trust to learn more about the community and to better address their clients’ philanthropic goals. These committees are composed of lawyers, financial advisors, investment managers, accountants, trust officers and others from top advisory companies throughout metropolitan Chicago. The Young Professional Advisory Committee, established in 2005, includes our advisors under the age of 40. View the current professional advisory committee members.

Contact Us

Learn more about our flexible giving options.

Tim Bresnahan

Senior Director of Gift Planning

Email
312 616-8000 x110

Abbe Temkin

Director of Major and Planned Gifts

Email
312 616-8000 x133