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When creating your will, filing taxes or considering a complex gift, it is important to have a trusted professional ready to assist you. The Catholic Foundation’s Professional Advisors Group (PAG) is a great resource to find an estate planning lawyer, financial planner, insurance professional, accountant or trust officer.
PAG members attend quarterly meetings, receive a subscription to a weekly GiftLaw e-newsletter, receive the Blessings newsletter, and can participate in social events and mixers with other trusted professionals. Membership is $100/year.
In addition to the benefits listed above, PAG members receive the following:
- Recognition in The Catholic Foundation’s Annual Report
- Listing of name and contact information on The Catholic Foundation’s website
- Free admission to the annual John L. Sauter Estate Planning Seminar, which includes 3 CEUs (a $50 value)
Additionally, The Catholic Foundation understands that some individuals are called to make a gift to charity, but wish to retain their existing financial advisor. The Catholic Foundation invites you to explore our Professional Advisor Choice program.
