Professional Advisors

If you’re a professional advisor, financial planner, CPA, attorney, or trust officer, the Benefis Foundation can help you find a customizable charitable giving option to best suit your clients’ needs. Our executive director, Marilyn Parker, has nearly 20 years of experience working with professional advisors to create beneficial giving opportunities that support the philanthropic goals of our donors.

Marilyn, a certified fundraising executive and certified specialist in planned giving, can be reached at marilynparker@benefis.org or by calling 406-455-5836.