Professional advisors play a key role in providing clients with information on ways to blend charitable intention into an overall financial and estate plan. At the association, our goal is to provide professional advisors with the information they need to properly advise their clients.
A few of our professional advisor services are:
Learn more about Client Planning.
- Sample bequest language
- Sample illustrations of charitable gifts
- Health related information
- Weekly email updates
Estate Settlement Representatives are here when you need help handling an estate plan of a client or someone who has passed. We understand that this can be a difficult time for family and friends, and strive to make the process as easy as possible.Learn more about Estate Settlement.