Financial Planning for Life
Contact Us: 913-681-5800

Philanthropic Planning

Many people want to give to charitable organizations, but are unsure of where to start, or think they must be extremely wealthy to do so. At Callison & Advisors, we believe giving is for all of us, and we can help you find a philanthropic plan that works with what you have.

You’re probably already aware of donor advised funds and foundations, and know that you can put your favorite charity in your will. But there are other options, and we see many families struggling with how to best give their assets away. We can help you through the process, from transferring your wealth to ensuring it goes to specific causes and projects you’re most passionate about.

Dean Callison’s personal journey and mentoring from generous clients instilled in him a desire to assist families beyond basic planning, and to focus on effective giving. Over a number of years working with foundations and families, we have developed a planning process that helps you and your family better understand your giving objectives and metrics for measuring the impact of your giving.

Callison & Advisors

9393 West 110th Street
Suite 500
Overland Park, KS 66213
Phone: 913-681-5800
Fax: 913-851-0455

Business Hours

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9am to 5pm
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9am to 5pm
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Client Access

Callison and Advisor clients may access account information using the client access link below