Most planned gifts require the involvement of a paid practitioner or professional advisor. Attorneys draft wills and living trusts. Accountants help determine the tax implications of philanthropy. Financial advisors help identify options and strategies.

Perhaps the biggest contribution any advisor can make is to raise a simple question: Have you ever considered including a charity in your estate plans?

For the charitably-minded client, charitable estate planning is the logical extension of a lifetime’s commitment. For others, it can open the doorway to a new and rewarding opportunity to make a difference in the world.

Participation in LEAVE A LEGACY® can benefit everyone involved in charitable estate planning. We hope the information below will prove helpful.

 

Click here to view our Partnership Agreement (74k PDF file).