In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to The Conservancy of Southwest Florida. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.
Tools for Professional Advisors
Legal name: Conservancy of Southwest Florida
Federal tax ID number: 59-1157084
Location: 1495 Smith Preserve Way, Naples, Florida 34102
See the Benefits Today
Provide your clients with a free, no-obligation illustration of their gifts to the Conservancy with our Gift Illustrator tool. Instantly calculate deductions, tax savings and other benefits for multiple gift types.
Make a Gift to the Conservancy in Your Will
If your clients are interested in supporting the Conservancy with a gift in their wills, we have provided sample bequest language that they can bring to their estate planning attorneys.
Partner With Us
We understand that gifts to charities such as the Conservancy can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff—all working together to arrange the best gift possible.
If you are interested in partnering with us, please contact Aaron Lapp at 239-403-4222 or AaronL@conservancy.org.