For Professional Advisors

Attorneys, accountants, financial and wealth advisors, insurance agents, and financial planners play a critical role in fulfilling the life, estate, and charitable plans of philanthropists. To assist in this process, the professional staff of Life’s WORC Planned Giving and Trust Services are available to help clients craft meaningful, charitable plans that reflect their wishes accurately and completely.

Our staff is familiar with the broad range of gift opportunities available through Life’s WORC Planned Giving, gift acceptance policies, and the many giving vehicles including trusts and retirement plans. Most important, we listen and respond to the needs and concerns of those individuals and families who want to help us in our mission to ensure independent and fulfilling lives for people with intellectual and developmental disabilities and autism.

We invite advisors to contact us when they have questions regarding charitable gifts to Life’s WORC or when clients need assistance to explore the charitable legacy that would be the most meaningful to them.