Children's Legacy Advisors

Children's Legacy Advisors are a group of professionals who partner with Children’s Hospital & Research Center Foundation to help their clients incorporate charitable giving into their estate plans and can be valuable resources for others who seek advice.

As strategic partners with the foundation, the members of Children's Legacy Advisors are committed to educating their communities on the benefits of tax-exempt planning as well as the benefit of investing in children's health. We invite you to partner with us by joining this committed group of planned giving professionals.

Benefits for Advisors:

Invitations to our continuing education seminars and roundtable meetings.
Invitation to our annual cocktail party exclusively for Children's Legacy Advisors.
Weekly GiftLaw emails containing breaking news on tax legislation, recent cases and letter rulings, as well as other current information on tax-exempt planning.
Receive Hand in Hand, our semi-annual magazine that includes news on the hospital and research center.
Children's Hospital & Research Center Oakland logo wear.
Your name and contact information listed on our Web site.
Collaboration with other professionals on tax-exempt planning issues.

Requirements for Advisors:

Attend at least one continuing education program per year.
Volunteer for Children's Hospital & Research Center Foundation in one of a variety of capacities, such as offering a free consultation to a constituent.
Tour our hospital or research center.

Sign Up:

Please complete and submit an online application to begin your membership as a Children's Legacy Advisor. We will contact you with more information. If you have problems submitting this web-form, please email Ron Streitz or call (800) 841-4642.