Gift and Estate Planning
For Professional Advisors
As a professional advisor, you play a key role in helping your clients develop financial, estate, and philanthropic plans to achieve their personal needs, values, and dreams. Indeed, we know that many of the bequests and gifts that come to Humboldt State University have been facilitated by advisors such as you.
As specialists in philanthropic planning, we can be an ally in exploring the many ways to minimize taxes, maximize financial value, provide for loved ones, and create a meaningful charitable legacy for your clients. Our full-service gift planning office can provide a range of confidential services to you and your clients, ranging from simple strategy sharing to preparing user-friendly gift and tax illustrations to ‘running the numbers’ for you behind the scenes.
We encourage you to discuss your clients’ intentions with us before finalizing their plans to assure that we can fulfill their expectations. As always, we also encourage prospective donors to consult with professional advisors before making decisions based on information we provide. We believe professional collaboration best serves our donors and your clients.
Please feel free to contact us directly for information or assistance on a confidential basis. To let us know about a client’s gift intentions, please download our Planned Gift Notification Form.
NOTE: The Office of Planned Giving also actively manages all open probate processes and estate closings on behalf of Humboldt State University. We understand the complex nature of administering many estates, and will work with you to meet all reporting requirements and facilitate a timely distribution to HSU that fulfills each bequest intention. Direct all probate and other estate communications to the Office of Planned Giving.
