Professional Advisor Network
Professional Advisor Network Member Portal Login
The ÃÛÑ¿´«Ã½ Professional Advisor Network supports you with estate and philanthropic solutions to help you offer your clients meaningful options to reach their unique personal and financial goals.
Our program is designed to increase your knowledge of both charitable giving and the latest tax legislation while assisting us with our mission to save more lives from cardiovascular diseases and stroke.
Key Benefits
Professional Advisor Network members enjoy access to:
- A variety of non-cash asset giving solutions to meet your clients' needs
- Free continuing education opportunities to help keep knowledge and credentials current
- Networking opportunities to help expand your professional reach
- National and local visibility opportunities through speaking and writing engagements
- The latest tax and legislation news affecting charitable giving
- Assistance from our nationwide team of professionals
- Science-based information to help you and your clients manage your health
Exclusive Member Resources
Hear From Our Members
Jim Carolan, Senior Estate Attorney for EWM Legal Solutions
Being an estate attorney means that every day I have the opportunity to help clients with the two most important things in their life, everything they own and everyone that they love. I love helping people protect what they’ve built. The Professional Advisor Network allows me to make connections and pick the brains of other professionals and learn how to serve my clients better.
Baili Roy CFP®, Associate Wealth Advisor & Recruiting Specialist
As a wealth advisor, I think about philanthropy strategically, proactively planning to ensure each dollar is given thoughtfully to maximize the impact for our clients and the causes they support. The ÃÛÑ¿´«Ã½â€™s Professional Advisor Network provides valuable resources that support my planning process and aids in preparation for meaningful legacy conversations with clients. Members benefit greatly from exclusive communications, including a monthly e-newsletter which is a combination of technical insight on estate and tax legislation and commentary that goes beyond the numbers to tap into the human side of charitable planning. In addition to the ÃÛÑ¿´«Ã½â€™s commitment to providing top-tier educational resources, I appreciate the network's ability to connect individuals whose personal and professional values are aligned, providing us opportunities to collaborate with other subject matter specialists across the country to advance each other's careers.
Upcoming Events
Estate Planning 2.0: Navigating AI-Driven Solutions
Wednesday, November 20 | 1:00–2:00 p.m. CT | Webinar
The ÃÛÑ¿´«Ã½ (AHA) and the Financial Planning Association (FPA) invite you to join industry expert Ross Bruch as he navigates the cutting-edge intersection of Artificial Intelligence and estate planning. This webinar will delve into the latest developments and policy shifts shaping AI’s role in estate and financial planning. Discover how AI-powered tools can enhance your practice, streamline complex processes, and offer innovative solutions tailored to your clients' needs.
Ross will provide a comparative analysis of popular AI services, explore key ethical and compliance challenges, and guide you in formulating strategic AI queries to elevate your planning approach. Don’t miss this opportunity to stay ahead in the evolving landscape of estate planning.
Participants will be eligible for 1.0 free CE credit.
Advisor Perspective
Read this month’s article:
Why Donor Advised Funds Continue to Gain Momentum: 5 Key Advantages to Share with Your Clients
Explore the unique combination of tax benefits, simplicity and flexibility that donor advised funds can offer your clients.
Tools and Resources
Estate Settlement
Client Tools
Access complimentary tools and resources to help empower your clients to make informed decisions about planning their legacy.
- Bequest Language
- Compare Gift Plans
- Gift Calculator
- Glossary of Terms
Let Us Know About Your Generous Client Gifts
If you have a client that's arranged an estate gift benefitting the ÃÛÑ¿´«Ã½, we appreciate being informed of the gift so we can express our gratitude and ensure the donor's wishes are fulfilled. If you would like to report a client gift or discuss a potential or hypothetical gift, please contact your dedicated Charitable Estate Planning Advisor for assistance, including personalized gift illustrations.
Contact your dedicated Charitable Estate Planning Advisor
We recognize and respect that in some cases your client may wish to remain anonymous. Please utilize our confidential online form to notify us that an estate gift has been arranged for the ÃÛÑ¿´«Ã½'s benefit without divulging your client's identity.
