Legacy Advisors aims to be every advisor’s partner in elevating philanthropy by creating a new community of civic-minded advisors who recognize and encourage charitable planning strategies as a way to serve clients and ultimately the community. Children’s Legacy Advisors is comprised of professionals who assist individuals and families with financial and estate planning matters.
Legacy Advisers will receive recognition and have the opportunity to connect with other professionals through their membership. Other benefits include:
- Association with Children’s Minnesota as a professional who cares about pediatric healthcare and the kids and families served by Children’s.
- Exclusive access and insider look at innovations in care at a leading pediatric health care system.
- Opportunity to network and connect with leading professional advisors committed to advancing philanthropy.
- Invitations to events designed specifically for Legacy Advisors.
- Invitations to special events at Children’s Minnesota.
- Recognition as a member of Legacy Advisors on Children’s Minnesota website.
- Recognition as a member in the Legacy Advisors Reference List, which is distributed to fellow members and Children’s Foundation constituents who request estate planning information.
- Satisfaction knowing that your efforts help inspire philanthropists who are becoming the essential partner for future generations.
Applicants must be a professional who advises or has advised individuals on financial and estate planning with a role such as:
- Estate, tax, or family business planning attorney
- Wealth advisor
- Financial planner
- Certified public accountant
- Tax professional
- Bank trust officer
- Insurance professional
- Other similar professionals
Applicants must have demonstrated knowledge of philanthropy and legacy planning in advising their clients.
Applicants must be in good professional standing currently or upon retirement. Members subject to rules of conduct promulgated by a professional organization must be in compliance with those rules and be recognized as a member in good standing of the organization. An individual who is not in good standing will not be granted membership in Children’s Legacy Advisors and an individual who does not maintain good standing will be removed from membership in Legacy Advisors. Members are expected to report any change in status with their respective professions as such change occurs.
Most importantly, applicants should be committed to and passionate about philanthropy. They must believe in the power of philanthropy to positively impact our community.
Members of Legacy Advisors commit to supporting Children’s vision to become an essential partner for future generations.
Members are required to engage in the following activities:
- Attend an orientation session upon joining Legacy Advisors.
- Attend at least one educational and networking event hosted by the Legacy Advisors Leadership Council annually.
- Act in accordance with professional standards of conduct and provide the appropriate waivers of conflict, disclosures and disclaimers to clients regarding your relationship with Children’s Minnesota Foundation.
Members are encouraged to engage in the following activities:
- Refer fellow advisors to join Legacy Advisors so we can grow the philanthropic advisor community.
- Connect clients and others in your network who may be interested in philanthropy to the Foundation.
- Support Children’s Minnesota with a philanthropic gift.
- Attend Children’s Guardian Circle event, which celebrates donors who have included Children’s in their will or established an endowment.
- Volunteer for Children’s Foundation by assisting in charitable planning outreach, education efforts and serving as a resource for Foundation staff.