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Professional Advisors


As trusted professional advisors, your clients rely on you for guidance when engaging in philanthropy and charitable planning. The DuPage Foundation recognizes this and is here to assist you in helping identify and accomplish optimal charitable solutions for your clients.

Our broad expertise in charitable giving strategies and deep knowledge of the local charitable landscape make us the perfect partner to add value for your clients who are charitably inclined. From conference calls and in-person consultations, to site visits to local charities, we can help you clarify their objectives, streamline their current and future giving and craft personalized plans that will allow them to achieve their goals with maximum flexibility and tax efficiency.

In addition to helping you serve your clients, we are deeply committed to being a knowledge base and convening partner for you. In that regard, we offer periodic continuing education programs and networking events to help you keep apprised of the latest developments in charitable planning and connect you with peers who share your commitment to making philanthropy an integral part of their practices.

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About Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.
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Charitable Gift Annuity

A charitable gift annuity is a great way you can make a gift to our organization and benefit. You transfer your cash or property to our organization and we promise to make fixed payments to you for life at a rate based on your age.
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Gifts of Insurance

A gift of your life insurance policy is an excellent way to make a gift to charity. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy.
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Charitable Remainder Annuity Trust

You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
More

Charitable Lead Trust

You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.
More

GiftLaw Pro

Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
More

Deduction Calculator

The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Run charitable deduction calculations for your favorite gift plan.
More

Washington News

Social Security Benefits Increase by 2.8% in 2019
The Social Security Administration recently announced the cost-of-living increase for Social Security benefits in 2019. The 2.8% increase is the largest boost in six years. The...
More

About Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.
More

Charitable Gift Annuity

A charitable gift annuity is a great way you can make a gift to our organization and benefit. You transfer your cash or property to our organization and we promise to make fixed payments to you for life at a rate based on your age.
More

Gifts of Insurance

A gift of your life insurance policy is an excellent way to make a gift to charity. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy.
More

Charitable Remainder Annuity Trust

You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
More

Charitable Lead Trust

You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.
More

GiftLaw Pro

Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
More

Deduction Calculator

The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Run charitable deduction calculations for your favorite gift plan.
More

Washington News

Social Security Benefits Increase by 2.8% in 2019
The Social Security Administration recently announced the cost-of-living increase for Social Security benefits in 2019. The 2.8% increase is the largest boost in six years. The...
More