Professional Advisors
Partner with GlobalTrust Funds to help your clients fulfill their philanthropic vision.
A Collaborative Approach
GlobalTrust Funds respects your role as a valued advisor. Whether your specialty lies in the legal, investment, taxation, or financial advising professions, clients commonly require a trusted team of advisors to properly address and maximize their estates. Let us be your partner to address the philanthropic and legacy planning wishes of your clients.
GlobalTrust Funds is pleased to share our expertise with you. We hope to serve as a resource and assist you with presenting streamlined, personalized solutions to your clients. As their professional advisor, you possess a unique understanding as to how a charitable gifting strategy may benefit their tax position, but you also know their heart and how your client might envision giving back to humanity. Utilizing a DAF as part of holistic planning yields more than just financial returns. We welcome your inquiries to explore how we may work together and create the missing piece of the plan most advisors overlook.