Children's Legacy Advisor Application Form

Children’s Healthcare of Atlanta Legacy Advisors share a commitment to advancing philanthropy by educating their clients and colleagues about tax-wise and values-based planning. By educating others on the benefits of charitable planning, Children’s Legacy Advisors hope to inspire a new community of philanthropists who are able to address their needs for financial security and family legacy while investing in causes they care about most. Children’s Legacy Advisors assist donors in the creation of charitable plans that endeavor to represent the best alignment of donors’ hearts, minds and wallets. With their comprehensive training in charitable planning and unwavering commitment to philanthropy, Children's Legacy Advisors are important partners in building a stronger future for Georgia's kids.

Title:

Full name: *

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Company name:

Professional title:

Address Information

Preferred mailing address:

Business

Home

Business mailing address:

City:

State:

Zip:

Home mailing address:

City:

State:

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Contact Information

Preferred phone:

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Other

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Work:

Other:

Email: *

I understand that as a Children's Legacy Advisor, I will:

Attend an orientation tour to learn more about the Children's Mission and the latest advancements in pediatric medicine.
Commit to continuing education in philanthropic planning.
Attend at least one Children's networking event each year (e.g., Thomas R. Egleston Legacy Circle luncheon or Friends of Children's Healthcare of Atlanta event).
Serve as a trusted resource in my area of specialization to the Children's Foundation staff.
Uphold my professional standards of conduct while demonstrating my commitment to philanthropic planning.
Act as an ambassador for charitable planning.

Please check one or more of the volunteer opportunities below that you are willing to fulfill:

Participate as a speaker at continuing education events

Recruit new Children's Legacy Advisors

Sponsor or host activities for Children's Legacy Advisors

Please share any comments or questions:

I understand that the Children's Healthcare of Atlanta Foundation respects the needs of legacy professionals to be objective, to advise their clients from an unbiased platform and to represent their clients' very best interests, regardless of whether the plans include a significant gift to Children's Healthcare of Atlanta.

Signed: *

Date: *

Thank you for helping to continue the Children's legacy and secure a healthier future for kids for generations to come.

Contact Information

Ellen Jones, Director of Legacy Giving
Children's Healthcare of Atlanta Foundation, Inc.
1575 Northeast Expressway, Atlanta, GA 30329
Email: legacygiving@choa.org
Phone: 404-785-9481 | Fax: 404-785-7355

Legal Name: Children's Healthcare of Atlanta Foundation
Tax ID Number: #58-1710601 | Incorporated in: Atlanta, GA