Join Our Community of 100 Allied Professionals,
Accountants, Lawyers, Insurance Advisors, Investment Advisors, Bankers, Estate Planners
As trusted advisors and gatekeepers of our clients’ wealth, this is our wonderful opportunity to do good and do well by helping people with legacy planned giving, often by converting taxes to charity.
By incorporating legacy planned giving into your professional practice you will:
- Maximize the impact of your clients’ giving and minimize their taxes
- Reinforce the breadth of your wealth management expertise
- Cement client relationships and establish new ones
- Engage the next generation
Your Legacy Planned Giving Commitment
As a participating allied professional, you will use your best efforts to:
- Learn more about legacy planned giving
- Incorporate legacy planned giving into your business practice
- Have charitable giving discussions with clients, charities, and or donors
- Inform WEALTHinsurance.com of your successes
- Be willing to be featured on social media
- Collaborate with us when necessary
Our Commitment/ Marketing Opportunities
We will profile pledge participants with bios, pictures, videos, online, in newsletters, and on LinkedIn.
Please provide your contact information. For internal use only. We will be in touch to discuss your participation in the $1 Billion program.