SightLife & Wealth Advisors Add Value through Collaboration
Robert Vatter,
Vice President, Principal
& Planned Giving
During these challenging economic times, SightLife believes that creativity and flexibility are essential to success in advancing our non-profit funding initiatives through astute gift planning.
Most especially, we have found that collaboration with professional wealth advisors is beneficial to both the clients they work with and us, the charity. Therefore, funds managed by wealth professionals need not leave the firm’s control after a bequest or major gift has been made. This applies to bequests made either upon death or while the client is still living.
Such was the case in a bequest made upon the death of a 91-year-old client who had been with a wealth management firm for decades. The client desired that, even after death, the firm would continue to manage the funds and SightLife would receive a new Endowment Gift of $702,033.00. That is exactly what happened!
Thank you to our extended wealth management team for being great partners and friends!
To learn more, contact Robert Vatter at 1-800-847-5786 or .
