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We
at Children's Hospital & Research Center Foundation value our partnerships
with professional advisors and strive to build enduring trusted relationships
with professional advisors. We have created Children's Legacy Advisors
with this goal in mind.
Children's
Legacy Advisors is a group of professional advisors of many
kinds-financial planners, attorneys, accountants, and others. Each member
of the group is committed to providing top-quality services to their clients,
and each member fully understands that in order to do that, they must
understand tax-exempt planning strategies.
The members of Children's
Legacy Advisors not only understand the benefits of tax-exempt planning
but also understand how to enable their clients to achieve financial security,
provide for their heirs, and invest in the future health of our children
through a charitable legacy.
As strategic partners
with Children's Hospital & Research Center Foundation, the members
of Children's Legacy Advisors are committed to educating their communities
on the benefits of tax-exempt planning as well as the benefit of investing
in children's health.
We invite you to partner
with us by joining Children's Legacy Advisors.
Benefits
for Advisors:
Invitations to our
continuing education seminars and roundtable meetings.
Invitation to our annual
cocktail party exclusively for Children's Legacy
Advisors.
Weekly Giftlaw emails
containing breaking news on tax legislation, recent
cases and letter rulings,
as well as other current information on tax-exempt
planning.
Receive Handprints,
our quarterly magazine that includes news on the hospital
and research center.
Children's Hospital
& Research Center logo wear.
Your name and contact
information listed on our website.
Collaboration with
other professionals on tax-exempt planning issues.
Requirements
for Advisors:
Attend at least one
continuing education program per year.
Volunteer for Children's
Hospital & Research Center Foundation in one of a
variety of capacities,
such as offering a free consultation to a constituent.
Tour our hospital or
research center.
Sign
Up:
Please complete and
submit the following information to begin your membership as a Children's
Legacy Advisor. We will contact you with more information. If you have
problems submitting this web-form, please send an e-mail to Anders Lee
at alee@mail.cho.org or call 510-428-3814.
