Many generous people with a passion for the arts are often unaware of the impact they can make by leaving a modest planned gift to their favorite cultural organization. Clients often expect their advisors to be full-service institutions. When charitable giving discussions arise, we will fully respect the client-advisor relationship you have established.

We are willing to consult with you personally to advise you about how to help your client achieve his/her charitable goals, including advice about how to structure the gift to the nonprofit to ensure that the client's charitable objectives are achieved.

Often opportunities to make a significant charitable gift arise in the midst of other significant financial transactions, such as the sale of a business or a financial windfall. We’ll work with you during these crucial times to provide information about the many options available to both you and your clients, services that are not available through other organizations.

To find out more about how partnering with the Cultural Trust can enhance your relationships with clients, contact Chris McLeod at 704.973.4521 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it .