Help Your Clients Create a Ripple of Good

As you guide your clients through important financial decisions, it’s essential to have trusted partners who can offer flexible, smart, and community-minded giving solutions. That’s where West Central Initiative can be a powerful ally.

Why Partner with Us?

At West Central Initiative, we want to be another arrow in the quiver of services you offer your clients. We provide many solutions for charitable giving, tax planning, and relief of administrative burdens.

Because we’re a 501(c)(3), your clients will receive the maximum tax deduction allowed by law, avoid capital gains tax, and possibly be eligible to receive a lifetime income stream. We look at each donation individually and create giving plans that maximize gifts to the community while providing bottom-line benefits to the donor.

We can help:

•  Identify your client’s charitable giving interests and motivations.
•  Match personal charitable interests with tax planning needs.
• Create and implement charitable plans that are integrated into major business, personal, and financial decisions.
• Assist with complex forms of giving and work with you to implement technical giving instruments.
• Provide information on community needs, and on the local agencies and programs that make a difference in the areas your clients care about most.
• Deliver grantmaking expertise and a range of administrative services related to charitable giving.