Professional Advisors
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Join the ľ¹ÏÖ±²¥ Professional Advisor Network
The ľ¹ÏÖ±²¥’s Professional Advisor Network provides you with personal assistance from a nationwide team of estate and gift planning professionals, free planning tools and networking opportunities for ľ¹ÏÖ±²¥ donors to access professionals like you.
Client Planning
- Sample bequest language
- Sample illustrations of charitable gifts
- Mission and health related information
- Weekly email updates relating to gift law
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Tools and Resources
Access complimentary tools and resources to help empower your clients to make informed decisions about planning their legacy.
- Bequest Language
- Compare Gift Plans
- Gift Calculator
- Glossary of Terms
Continuing Education Opportunities
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The Professional Advisor Network also provides several continuing education opportunities for members including digital newsletters, annual tax pocket guides, and webinars.
DAF Resources
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Estate Settlement
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Advisor Perspective
Let Us Know About Your Generous Client Gifts
If you have a client that's arranged an estate gift benefitting the ľ¹ÏÖ±²¥, we appreciate being informed of the gift so we can express our gratitude and ensure the donor's wishes are fulfilled. If you would like to report a client gift or discuss a potential or hypothetical gift, please contact your dedicated Charitable Estate Planning Advisor for assistance, including personalized gift illustrations.
Contact your dedicated Charitable Estate Planning Advisor
We recognize and respect that in some cases your client may wish to remain anonymous. Please utilize our confidential online form to notify us that an estate gift has been arranged for the ľ¹ÏÖ±²¥'s benefit without divulging your client's identity.
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