FOR Financial Advisors

Save Time and Improve Your Client Relations with B.I.G.

Through Best Interest Gifting™, we save financial advisors time and create a better giving experience for their clients.

When you partner with B.I.G., we sweat the small stuff, so you don’t have to. One of our flagship platforms, Legacy IRA®, allows certified B.I.G. charities to track and process Qualified Charitable Distributions (QCDs) received from their donors through our platform and receive a Legacy IRA® Certificate to include with their thank you letters to donors. This certificate is then used during tax time to help eliminate the confusion between QCDs and IRA Distributions.

How Can a Financial Advisor Become Legacy IRA® Certified?

If you are interested in receiving Legacy IRA® certification so that you can carry out this process for your clients, contact us and we will help you get started. 

GET IN TOUCH

If you are interested in becoming a Legacy IRA® certified advisor and helping donors give smarter or have questions, contact us today. You can also visit our FAQs page.

B.I.G. Charities

 

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