As a participating professional advisor, there are many ways that you can help others plan. Every day your profession gives you the chance to help people secure their financial future. By talking to your clients about charitable planning, you can encourage people to achieve another important objective-LEAVE A LEGACY® for your client's preferred charity or nonprofit organization.
 

ACTIONS TO CONSIDER
 
  1. Join the PLANNED GIVING COUNCIL OF ACADIANA and receive continuing education in the areas of estate planning and planned giving.
  2. Participate in the LEAVE A LEGACY® program as a professional advisor.
  3. Consider making your own gift to the nonprofits or charities of your choice.
  4. Serve on a charitable board or gift planning committee to assist nonprofit organizations in educating and assisting donors.
  5. Familiarize yourself, your office partners and staff with the LEAVE A LEGACY® of ACADIANA program.
  6. Publish a series of articles about LEAVE A LEGACY® and testimonials on giving in any newsletters or regular communication you have with clients.
  7. Mail LEAVE A LEGACY® of ACADIANA brochures to your clients with a personally signed cover letter.
  8. Use the LEAVE A LEGACY® of ACADIANA logo in all materials about gift and estate planning.
  9. Ask your clients probing questions about current charitable giving and encourage their interest in giving through estate planning.
  10. Link the LEAVE A LEGACY® web site to your organization web site.

HOW TO PARTICIPATE AS A PROFESSIONAL ADVISOR FORM