For Professional Advisors
Our Official Bequest Language
Discover the precise, legal language to use when including Claremont McKenna College in your estate plans. More
Professional Advisors' Reference Library
Charitable gifts, like financial plans, should be tailored to individual circumstances and can often improve your client's position. The following articles cover a range of topics to help you better advise your clients on charitable estate planning issues. More
- Next Steps
- Most Read
Discover the gift giving potential created when you convert a small portion of your children's inheritance into an income stream.
Create your own gift illustration to see for yourself how you can benefit from a planned gift.
Gift Calculator to calculate your gift.