GladVisors (Generosity and Legacy Advisors) are carefully selected professionals who partner with CFA on a voluntary basis. GladVisors will work in partnership with your legal, financial and tax professional to assist you in minimizing tax liabilities and maximizing your generosity.

GladVisor’s are available to meet with you personally or online with Zoom, and discuss available options with you. Email us today, put GladVisor in the subject line, and setup an initial consult: [email protected].