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.
We all know that the new year and a new administration bring lots of potential change, and Brooklyn Org is ready to face that change head-on. So what is going on that you need to know about to serve your charitable clients?Sifting Through It: What’s on the Legislative Menu That Could Impact Charitable Giving?
At Brooklyn Org, we know that your clients (and you!) may still be recovering from a hectic end to 2024, but don’t let that stop you from helping families get a jump on their charitable planning for 2025—especially as many are also gearing up for a busy tax season!Encourage Your Clients To Plan Ahead In 2025
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
