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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.

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If you’re not talking about charitable giving with your high net-worth clients, 2024 is the year to start doing it! Recent studies show that 85.1% of affluent households give to charity. Big Gifts, Bullish Portfolios, and Kids Who've Moved Away
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The gifts Americans give to charity every year provide critical support for more than a million organizations that are helping sustain the quality of life in our communities. Unrestricted Giving, The Trust Factor, and Why It Matters to Your Clients
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The team at Brooklyn Org is committed to keeping you up-to-date on what you need to know. Here’s a recap of five key developments last year that are most certainly worth keeping an eye on in 2024. Tax Law Twists and Turns: Give Developments Impacting Charitable Giving