Professional Advisors
Join the 91ÊÓƵ Professional Advisor Network
The 91ÊÓƵ’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 91ÊÓƵ 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
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
The Professional Advisor Network also provides several continuing education opportunities for members including digital newsletters, annual tax pocket guides, and webinars.
DAF Resources
Estate Settlement
Advisor Perspective
Let Us Know About Your Generous Client Gifts
If you have a client that's arranged an estate gift benefitting the 91ÊÓƵ, 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 91ÊÓƵ's benefit without divulging your client's identity.