Professional advisor resources

Children's Hospital and Health System Foundation offers a variety of services to professional planning advisors free of charge:

• Personalized charitable planning illustrations
• Planned giving information – browse our Web site often and discover
  • Latest charitable news
  • Answers to charitable tax questions
  • Gift calculator to assist you in calculating charitable deduction
  • Explanation of planned giving vehicles
  • Glossary of terms
  • Suggested language for bequests
• Children's Gift Advisor – a technical publication mailed quarterly to Wisconsin professional advisors providing timely information on charitable gift planning
• Continuing education offered through our semi-annual estate and financial planning seminars
• Complimentary planned giving materials  

We are always available to work with you in helping identify tax-wise and beneficial ways for your clients to support Children's Hospital and Health System's charitable mission. Please feel free to contact us for information or assistance on a confidential and no-obligation basis.

The information on this site is not intended as legal, tax or investment advice.
For such advice, please consult an attorney, tax or investment professional.