Mission Statement

The mission of The Gift Planning Advisors is to support financial and legal professionals in advising their clients regarding the selection of philanthropic gift planning strategies as a part of wealth and estate planning to the not-for-profit community.

Purpose

The purpose of The Gift Planning Advisors is to provide educational opportunities for planned giving professionals and heighten awareness of donor opportunities.

Activities

To plan, with collaborative partners, a professional one-day seminar each year for the continuing education of financial and legal professionals in Southern Nevada

To assist the collaborative partners in recruiting faculty and others to help in the development and teaching of financial and legal seminars for clients

To select a publication to be used two and/or three times per year by the collaborative partners providing information on the financial and legal aspects of wealth and estate planning

To assist the collaborative partners to resolve legal, financial and technical issues

To help keep the collaborative partners current on laws, products and trends in the industry

To serve as Ambassadors on behalf of the collaborative partners

Corporate Charter