Resources for Advisors

We are honored to work with many talented and trusted attorneys, accountants, and financial advisors in our region as you strive to build charitable giving plans that meet your clients’ philanthropic goals and align with the latest laws, regulations, and best practices. Thank you for allowing Brooklyn Org to be a resource.

Your Clients

We understand that your relationships with your clients are your top priority. The key word is “relationship.” We are committed to helping you build, maintain, and deepen your connections with your clients as their “go to” advisors for wealth management, accounting, and estate planning across generations. We will never create obstacles between you and your clients; rather, we are here to assist you behind the scenes or in whatever capacity makes the most sense for you to deliver value to the individuals, families, and business you serve.

Your Responsibility

In today’s social impact culture, philanthropic planning isn’t just a nice to have. It’s a must have. To fulfill your obligations to serve your clients, you need to know the full range of everything the laws and regulations offer in establishing tax-savvy charitable giving vehicles that meet your clients’ goals. Our experts are here to help you! Philanthropy conducted through Brooklyn Org meets the high standards of today’s best practices for achieving tax effective social impact objectives.

Your Partner

We would be pleased and honored to work with you. Whether you’re establishing a donor-advised fund for a private foundation client, or setting up a family foundation fund from scratch, or assisting a C-level executive with corporate giving strategies, we would love to be your partner.

A group of people sitting on a bench in a park.

If you’re in search of tools to help motivate clients to move forward with financial and estate planning, be sure to note that National Estate Planning Awareness Week is October 21 – 27, 2024 Looking Ahead: Charitable Planning Techniques On The Horizon

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Two adults engage in conversation in a room full of people. One is holding a pen and the other a notebook. Other attendees can be seen talking and sitting in the background.

In light of recent legal developments and pending tax law changes, more and more financial and estate planning advisors are encouraging their clients to consider implementing gifts of closely-held stock to a fund at Brooklyn Org or other public charity. Closely-Held Stock Is Having A Moment

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People await an incoming train at an outdoor platform on a sunny day.

Procrastination is a drain in ways that go far deeper than the incomplete task itself. We know this intellectually, but it can be so hard to break the procrastination habit. Charitable Planning Can Help Ease Client Procrastination

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Establishing a corporate Donor Advised Fund–essentially functioning and named as a corporate foundation–helps corporate executives organize the company’s giving in a convenient, 501(c)(3)-qualified structure without all the hassle. Left Behind? Why Companies Need Philanthropy Advice Too.

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With so many of your charitably-inclined clients holding large sums of money in 401(k)s and IRAs, now is an important time to refresh the benefits of deploying these accounts toward achieving clients’ philanthropic goals. Advising the Charitable Millionaire Next Door

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As your go-to resource for charitable giving techniques, we pay close attention to best practices in addressing the broad range of your clients’ charitable intentions to support both near-term and long-term community needs. Legal Developments: We’re Watching!

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Resources for Advisors

Your Clients

Your Responsibility

Your Partner

Want to Learn More? Talk to Our Team Today