Working With Professional Advisors

Professional advisors, known as Allied professionals, can help guide you through the planning process.

Good outcomes in life take thought and so it is with Legacy. While complex scenarios exist, simplicity defines the vast majority of Legacy Gifts. Consulting with your professional advisor is vital to maximizing the benefits to you personally and to your organization.

Donor’s may have several professionals involved, including an attorney, accountant, or other financial advisors. The professionals not only oversee the technical aspects of the Legacy Giving process, but also help ensure that the structure and language leaves no ambiguity that could potentially cause a concern later when the gift is finalized.

In addition to the donor’s team of professionals, your beneficiary organization may have professionals be involved in the process. Nonprofit professionals are there to work together with your team of advisors to help create specific language in your Legacy plan and ensure a smooth funding process

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