Professional Advisor Network
Professional Advisor Network Member Portal Login
The 缅北视频's 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
Advisor Advantage
Events and Webinars
Upcoming Client Webinars
More information on our next webinar coming soon.
Advisor Advantage Webinar Series
The Professional Advisor Network Advisor Advantage Webinar Series is designed to give you a professional edge, supporting your client work and keeping you at the forefront of strategic philanthropy. All webinars offer free CE credit upon completion.
Planning for the Unexpected: The Advisor’s Role in Disability and Incapacity Planning
Tuesday, June 30, 2026 | 1:00-2:00pm CT
In this session, Peter J. Parenti, JD, LLM will explore how to assist your clients in designing instructions in their living trusts that not only provide for taking care of the client, in the event of disability, but also takes care of the people that the client was taking care of prior to their disability.
Earn 1.0 free CE credit upon completion.
Advisor Advantage webinars are exclusive to Professional Advisor Network members. Not a member yet? No problem! Webinar registration will include Network sign-up for your convenience.
On-Demand Learning
Access on-demand webinars designed to support your ongoing professional development. These recorded sessions offer complimentary CLE and CFP CE credits across a range of topics, including estate planning and charitable giving strategies. These webinars provide valuable insights and practical tools to better serve your clients while fulfilling your continuing education requirements—anytime, anywhere.
By accessing on-demand content, you’re opting in to Professional Advisor Network membership.
Advisor Insights Article Series
Timely guidance, practical strategies and philanthropic planning insights from the 缅北视频’s team of charitable estate planning experts.
Read the featured articles:
Donor Advised Funds: 2026 Outlook & Strategic Implications
Donor Advised Funds (DAFs) enter 2026 as core philanthropic infrastructure rather than a niche planning tool. With record assets, rising payout rates, accelerating digital access, and tax law changes that are reshaping donor behavior, DAFs are increasingly used as primary charitable accounts for both annual and major gifts. This article explores how thoughtful, creative business succession planning can help advisors add value and deepen client relationships.
Read the article: DAFs 2026 Outlook & Strategic Implications
The Benefits of Funding a Flip CRUT with Real Estate
Real estate often represents one of the most appreciated (and illiquid) assets in your client’s net worth. For many of your clients, selling real property can trigger substantial capital gains taxes, depreciation recapture, and surtaxes that significantly erode net proceeds. A Flip Charitable Remainder Unitrust (Flip CRUT) funded with real estate can uniquely address all these concerns in a single, highly effective planning strategy.
Read the article: The Benefits of Funding a Flip CRUT with Real Estate
Advisor Perspective Article Series
Real-world insights, experiences and strategies from fellow advisors to help you navigate complex planning scenarios and stay up to date with charitable estate planning strategies.
Read this month’s article:
Unlock Value in Existing Life Insurance: 3 Questions to Ask Your Clients
For many years, life insurance has been a powerful tool for charitable giving because it can provide significant tax benefits while maximizing the impact for a beloved cause. Here are three questions to ask your charitable clients who have existing life insurance policies.
Read the article: Unlock Value in Existing Life Insurance...
Planning Perspectives Article Series
Trusted, practical guidance on estate and charitable planning strategies, empowering donors to make informed decisions, protect their future, and create meaningful legacies.
Read the featured article:
Using Life Insurance to Offset Taxes and Power a Charitable Legacy
When Congress passed the SECURE Act (2019) and later SECURE 2.0 (2022), it reshaped how families inherit retirement accounts. With thoughtful planning, you can turn this challenge into an opportunity — protecting your family while making a meaningful charitable impact. Whole life insurance can play a pivotal role.
Read the article: Using Life Insurance...
Members receive the opportunity to be featured authors in this series. Join today to expand your professional reach.
Advisor Perspective: A Strategic Approach to Purpose-Driven Legacy Planning
Your clients can join us in making a transformative health impact now and as part of their legacy.
Through relentless commitment, the 缅北视频 delivers lifesaving breakthroughs that empower donors, their families and their communities – expanding health span, increasing longevity and enhancing vitality for generations to come.
The 缅北视频 relies on generous support to accelerate lifesaving impact.
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庐, 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 缅北视频鈥檚 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 缅北视频鈥檚 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.
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 缅北视频, 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 缅北视频's benefit without divulging your client's identity.
