Professional Advisor Resources

Partnering to meet your client's goals

We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our planned giving team. We look forward to partnering with you in a way that ensures your clients find the most meaningful gift that meets their charitable goals.

Southeast Michigan
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West Michigan and Corewell Health Helen DeVos Children's Hospital
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Southwest Michigan
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Disclaimer and tax information
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