Legacy Partners aims to elevate philanthropy- to inspire a new community of civic-minded advisors who promote charitable giving strategies as a way to serve clients.
A client's charitable interests and intentions are an important allocation of consideration in developing his or her financial plan and family resources. A strategic charitable strategy can help your client reduce taxes and maximize benefits from assets, while also creating his or her philanthropic legacy. Philanthropy is an expression of one's values-it's a statement about people's deepest aspirations for themselves, their families and their communities. Philanthropy drives change, especially in the area of pediatric medicine and science. Through advanced training in charitable planning strategies and a commitment to helping their clients meet both financial and philanthropic goals, Legacy Partners members are making a difference for future generations of children.
Invitations to exclusive events, meaningful networking opportunities and valuable resources are a few of the many benefits of membership in Legacy Partners.
Those who join Legacy Partners enjoy a number of benefits, including:
Association with Ann & Robert H. Lurie Children's Hospital of Chicago and Ann & Robert H. Lurie Children's Hospital of Chicago Foundation as an individual who cares about pediatric medicine and science and the children and families served by Lurie Children's
Opportunity to network with leading professional advisors committed to advancing philanthropy
Invitations to annual events exclusively designed for Legacy Partners members
Invitations to events and programs benefiting Lurie Children's
Recognition through a listing in the Legacy Partners member directory, distributed to all members for the purpose of increasing networking among philanthropically-minded advisors
Insights through the Professional Advisor Handbook and the resources of the Office of Planned Giving at Lurie Children's Foundation to better serve clients with charitable interests
Invitations to educational seminars which offer continuing education credit
The satisfaction of knowing you are helping create a new community of philanthropists
Professionals from a variety of fields are invited to submit an application to Legacy Partners.
Legacy Partners is comprised of professionals who assist individuals with financial and estate planning issues. Qualified members include individuals with the following designations and roles and at least five years of experience in these areas:
Certified Public Accountant (CPA)
Certified Financial Planner™ (CFP®)
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
Chartered Financial Analyst (CFA)
Bank Trust Officer
Investment and Wealth Management Advisor
Must be a Registered Investment Advisor (RIA) or an advisor employed by an RIA company
Individuals with roles related to financial or estate planning in other fields are welcome to submit an application for review. 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 Legacy Partners.
An individual who does not maintain good standing will be removed from membership in Legacy Partners.
Members are expected to report any change in status in their respective professions as such change occurs.
Members are asked to attend an orientation session and encouraged to attend or participate in at least one program or event every year that highlights exciting developments in pediatric medicine and science at Lurie Children's. Applicants must be sponsored for membership by a current member of Legacy Partners. Please contact Lisa Bakker at Lurie Children's Foundation for assistance with this requirement.
Through Legacy Partners, advisors demonstrate their commitment to the community while enhancing client service through sharing charitable giving strategies. Join us!
Thank you for your interest in Legacy Partners. Charitable estate planning is a powerful way to help your clients meet their financial and philanthropic goals. Together we can make a meaningful difference in the lives of children and families in our community.