For Advisors

Your work and our community benefit

Professional Advisors play a key role in the mission of Leave 10 South Sound to build better communities and to transform as many people as possible into philanthropists by educating, inspiring, and encouraging people to aspire to leave 10% of their estate to charity.

Help your clients change their world.

Being a Champion means:

Investing in the vibrancy and health of our communities by becoming a part of this regional coalition of allied professional advisors, nonprofits, and community partners dedicated to raising awareness of the impact charitable investments can make in our community.
Committing to leaving a charitable gift in your own estate by taking the Leave 10 pledge.
Engaging in charitable giving conversations and incorporating the Leave 10 concept into estate planning discussions with your clients.
Serving as an Ambassador of Leave 10 South Sound and encouraging other members of your organization and professional networks to embrace the Leave 10 South Sound concept.

Why be a Champion?

You share in the pride and joy of amplifying your client’s philanthropic impact. It feels fantastic and is satisfying to witness.
You help your clients make the world a better place according to their values.
You deepen and enrich your client relationship, moving from being a subject matter expert to a cherished “trusted advisor”.
You differentiate your practice by offering philanthropic guidance to clients and prospects. People want to have conversations about their legacy. You stand out when you are capable and open to helping them articulate and plan their impact.
Your clients will likely invite the next generation into the conversation and open the door for multigenerational planning, community impact, and continuity for your practice.
Your commitment to spread the message of Leave 10 will grow the potential impact of all our efforts exponentially.

Champion Benefits

Recognition as a Leave 10 South Sound Champion on this website and the Leave 10.org website, including a professional directory link to your business contact information.
Invitation to create a short personal testimonial, written or video, of your pledge to embed in the Leave 10 website.
Inclusion in future events and programs to market Leave 10 South Sound. You become part of the Leave 10 family of committed allied professionals.
Access – to comprehensive, helpful tool kits, resources, and learning opportunities designed for professional advisors to build your skills around planned giving concepts and creative solutions for your planning clients.
Materials, including Leave 10 South Sound presentations to your organization, will be made available.

What do I do next?

Become a Champion! Complete the Leave 10 pledge for professional advisors. We hope you will complete an Individual Leave 10 pledge as well.
Explore and utilize our comprehensive toolkit and resources for Professional Advisors.
Participate in Make a Will Month (August) and National Estate Planning Awareness Week (3^rd week of October) and engage clients in charitable legacy planning. Consider doing your own estate planning presentation for your clients.
Be an ambassador. Tell others about your support of Leave 10 South Sound and encourage them to become Champions, too. Here are some talking points you can use for conversations and emails.
Add a page to your new client intake form or annual review form to asks clients meaningful questions about their charitable goals and the legacy they wish to leave for their community.
Share your best practices, industry articles and estate planning tools with Leave 10 South Sound.
Connect with us via LinkedIn, Facebook and Twitter to stay up to date on our latest news.
Attend our social and educational events.
Report your success stories so we can celebrate you.

Be a Champion!

Become a Leave 10 Champion

Leave 10 South Sound aims to build stronger communities and transform as many people as possible into philanthropists by educating, inspiring, and encouraging individuals to aspire to leave at least 10% of their estates to charity.

CONNECT WITH US!

leave10southsound@gmail.com