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 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.
You want to leave money to the CFP Board Center for Financial Planning in your will. You also want the flexibility to change your will in the event that life circumstances change. You can do both.
If you do not want to commit to making a gift in your will or living trust, a beneficiary designation provides more flexibility.
A Charitable Remainder Trust may offer you tax benefits and the option for income.
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.
Your Next Steps:
- Contact Beth Miller, Individual Giving Officer, at firstname.lastname@example.org or (202) 864-5202 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