Advisor Toolkit

Tools

for Professional
Advisors 

Advisor Toolkit
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Planned Gifts

Crafted Solutions to Achieve

Your Client’s Personal Financial

and Charitable Goals. 

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Planned Giving Design Center

Connect, Interact, Grow

Planned Giving Design Center
How We Invest Your Client’s GiftsHow We Invest Your Client’s Gifts

Customized

Strategies

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What’s Your

Plan?

The Cleveland
Foundation vs. 
Private Foundations 

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Meet Our Team

Advancement

Team 

Meet Our Team