Planned Giving
Your planned gift to the CFP Board Center for Financial Planning will have a powerful and lasting impact, guiding the way for future generations of financial planners. Your generosity will also inspire other CFP® professionals and friends of the Center to consider making a planned gift of their own.
When you include the Center in your estate or financial plans, you will be recognized among our Legacy Donors — a special group of visionary individuals committed to elevating the value, talent, knowledge and growth of the financial planning profession.
Honoring Your Wishes
In order for us to properly thank you, welcome you as a Legacy Donor and ensure we understand how you'd like the Center to use your gift, please notify us know of your intentions. If you would like to remain anonymous, we will gladly honor your request.
To ensure that your planned gift to the CFP Board Center for Financial Planning is properly structured, please seek legal counsel. If you and your legal counsel would like sample language, please feel free to contact us using the information below.
Contact Us
If you would like to learn more about Planned Giving or have additional questions, please contact us or fill out the Planned Giving Information Request form.
Download Information Request form
Your Next Steps:
- Contact Beau Barnett at [email protected] to talk about supporting the Center with a planned gift.
- Seek the advice of your CFP® professional, tax advisor or legal counsel.
- If you include the Center in your plans, please use our legal name and federal tax ID:
Legal Name: CFP Board for Financial Planning
Address: 1425 K Street NW, #800, Washington, DC 20005
Federal Tax ID Number: 74-2385850