Professional Advisors Network
The Professional Advisors Network includes financial planners, attorneys, accountants, and others who advise clients on matters of wealth.
Network members benefit from opportunities to meet fellow professionals and to promote their business. They also gain access to professionals with in-depth knowledge of our region’s nonprofit sector and strategic expertise in charitable planned giving techniques.
It’s free to join, and by doing so, you can expand your expertise, save yourself valuable time, and increase your offerings to current and prospective clients.
Advisor Link. This monthly e-newsletter connects you to opportunities available both to you and your clients through The Philadelphia Foundation. It includes concise, specific information that assists you with charitable giving resources to benefit your practice, your clients and the community.
You'll be invited to our half-day continuing education seminars in the spring and fall, as well as our First Fridays breakfast series. Continuing education credit is available for attendees.
Network members are invited to:
- Submit a proposal to speak at one of our educational events for professional advisors.
- Contact us about featuring your advisor-client story in our newsletter and on the web.
Membership in the Planned Giving Design Center
All Network members will automatically be enrolled to access the full benefits of this online resource, which includes legislative updates, case studies, technical information and discussion forums.
How Joining The Network Helps
Those who have joined the Professional Advisors Network share how it has helped them build their practices by integrating charitable giving into their clients’ financial and estate plans:
“Well worth my time.”
“Topics are extremely informative and relevant.”
“The CLE credits help me stay current, the sessions fit my schedule, and the settings are very professional.”
“Good for potential networking: I met a corporate prospect and we have continued to foster our relationship.”
“I get a lot out of each session.”
Join the Professional Advisors Network.