Professional advisor resources

Children's Hospital and Health System Foundation offers a variety of services to professional planning advisors free of charge:

• Personalized charitable planning illustrations.
• Continuing education credits offered through our estate and financial planning seminars.  Our Annual Spring Estate Planning Seminar for Professionals will be held Tuesday, May 17, 2011, at Children's Hospital of Wisconsin's Briggs & Stratton Auditorium. For more information or to register, call (414) 266-5922.
• Children's Gift Advisor - a technical publication mailed three times per year to Wisconsin's professional advisors to provide timely information on charitable gift planning.
• Planned giving information – browse our Web site often and discover:
  • Latest charitable news.
  • Answers to charitable tax questions.
  • Gift calculator to assist you in calculating charitable deduction.
  • Explanation of planned giving vehicles.
  • Glossary of terms.
  • Suggested language for bequests.

We always are available to work with you in helping identify tax-wise and beneficial ways for your clients to support Children's Hospital and Health System's charitable mission. Please feel free to contact us for information or assistance on a confidential, no-obligation basis.

The information on this site is not intended as legal, tax or investment advice.
For such advice, please consult an attorney, tax or investment professional.