Brian C. Merrill, Harbour Trust    

Jamie Miller, Unity Foundation
Sarah Brown, Edward Jones

Resources for Professional Advisors

Clients expect professional advisors to provide the same level of expert advice about philanthropy as they do regarding estate planning, trust or financial services. Clients even expect their advisors to bring up charitable giving as part of the planning conversation.

When talking with a client about the sale of a business, closely held stock, an inheritance, or other complex transactions, advisors often suggest philanthropy as a solution. Unity Foundation of La Porte County can help facilitate these matters.

Many La Porte County philanthropists recommend Unity as the best choice because of our experienced staff, range of giving options, capacity to accept complicated assets and deep community knowledge.