Professional Advisors

Advance philanthropy. The Lucile Packard Foundation for Children's Health counts on estate and financial planning professionals to advance philanthropy by educating their clients on tax-wise and values-based planning.

Please join our group of trusted advisors whose guidance ensures that charitable giving remains a crucial source of support for our patients and their families.

Benefits of becoming our philanthropic partner

  • Recognition of you and your firm on our website and in print publications
  • Personalized tours for you, your firm, and/or your clients
  • Special advisor events
  • Free subscription to our advisor e-newsletter
  • Satisfaction in contributing to children’s health through the advancement of philanthropy in our community

Resources for you

  • Bequest language – For use in wills and trusts.
  • Kaspick & Company – Our partner in managing and administering planned gifts.
  • Planned Giving Design Center – The latest news on charitable taxation and planned giving.
  • American Council on Gift Annuities – The latest gift annuity rates and more.

We invite advisors to join our advisory council, Partners in Gift Planning. Contact us to learn more.