Good For You

As a member of our Professional Advisor Network you will have access to:

  • At least two educational opportunities per year
  • Networking opportunities with top wealth managers, investment advisors, accountants and attorneys
  • The most timely rulings and updates in the field
  • Careful analysis written by national experts
  • Referral services: 80% of your clients expect to talk about philanthropy according to a Bank of America study
  • The resources that will assist you in creating an enduring legacy for your clients through funds that fulfill their charitable wishes