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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.

Wills and Living Trusts

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.

In as little as one sentence, you can complete a gift through your will or living trust.

  • Make your bequest unrestricted to be used where it is needed most or direct it to a specific purpose.
  • Indicate a specific dollar amount or a percentage of your estate or any remainder after all other bequests have been paid.
  • Tell us about your gift so we may thank you and recognize your generosity.
 

Your Next Steps:

  • Contact Diane LaVigna, CFRE at 202-379-2255 or dlavigna@cfpboard.org to talk about supporting the Center with a planned gift.
  • Seek the advice of your CFP® professional, tax advisor, or legal counsel.
  • Complete and return the Intention to Make a Planned Gift Form.
  • If you include the Center in your plans, please use our legal name and federal tax ID.
    • Legal Name: Certified Financial Planning Board of Standards Inc.
    • Address: 1425 K Street NW, #800, Washington, DC 20005
    • Federal Tax ID Number: 74-2385850

The information on this website is not intended as financial, tax or legal advice.

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Beneficiary Designations

If you do not want to commit to making a gift in your will or living trust, a beneficiary designation provides more flexibility.

  • Name the CFP Board Center for Financial Planning as a beneficiary of your retirement plan assets, life insurance, commercial annuities, bank accounts, certificates of deposit or brokerage accounts.

  • Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form.

  • Decide what percentage (1 to 100) you would like us to receive and name us, along with the percentage you chose, on the beneficiary form.

  • Return the completed form to your plan administrator, insurance company, bank or financial institution.

  • Tell us about your gift so we may thank you and recognize your generosity.

Your Next Steps:

  • Contact Diane LaVigna, CFRE at 202-379-2255 or dlavigna@cfpboard.org to talk about supporting the Center with a planned gift.
  • Seek the advice of your CFP® professional, tax advisor, or legal counsel.
  • Complete and return the Intention to Make a Planned Gift Form.
  • If you include the Center in your plans, please use our legal name and federal tax ID.
    • Legal Name: CFP Board Center for Financial Planning
    • Address: 1425 K Street NW, #800, Washington, DC 20005
    • Federal Tax ID Number: 74-2385850

The information on this website is not intended as financial, tax or legal advice.

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Charitable Remainder Trusts

A Charitable Remainder Trust may offer you tax benefits and the option for income.

You contribute securities or other appreciated assets to a tax-exempt irrevocable trust. The trust disperses income to the beneficiaries for a specific period of time, and then donates the remainder of the trust to the designated charity once the time-frame expires.

Your Next Steps:

  • Contact Diane LaVigna, CFRE at 202-379-2255 or dlavigna@cfpboard.org to talk about supporting the Center with a planned gift.
  • Seek the advice of your CFP® professional, tax advisor, or legal counsel.
  • Complete and return the Intention to Make a Planned Gift Form.
  • If you include the Center in your plans, please use our legal name and federal tax ID.
    • Legal Name: CFP Board Center for Financial Planning
    • Address: 1425 K Street NW, #800, Washington, DC 20005
    • Federal Tax ID Number: 74-2385850
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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 Beth Miller, Individual Giving Officer, at bmiller@cfpboard.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