membership : overview

We are a non-profit organization for professional advisors who are dedicated to, and inspired to teach and empower their clients to effectively direct their philanthropic resources for the betterment of humankind consistent with the clients' deepest values.

We are an organization for wealth, estate, tax, and philanthropy advisors as well as nonprofit and planned giving officers who have a special commitment to philanthropy and their donors/clients.

Advisors : Join to promote the highest ethical standards in philanthropic planning and to become part of a unique network of support and collegial relationships. Our membership consists of financial advisors, philanthropy advisors, attorneys, accountants, wealth counselors and psychologists --all with a common objective to inspire and educate one another, helping to make philanthropic planning with clients an integral part of their practice.

Join to further educate yourself and staff in charitable planning and to increase the value of your service to clients as well as network with charitable advisors, nonprofit executives, and foundation leaders.

Nonprofit Professionals : Join to develop relationships with value-centered advisors who have a special commitment to philanthropy. Members expand and improve donor services through current, relevant knowledge and information.