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Planned Giving Professional Advisor List
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Donors are well advised to consult with a qualified professional—an attorney, accountant or financial planner—who can guide them through the estate and gift planning process. There are many tax, legal and financial considerations that must be taken into account when making a gift under a will or other non-cash gift. Professional advisors can also help you articulate how charitable gifts fit within your overall estate plan.
 
Following are individuals who have expressed an interest in assisting Red Cross donors. The American Red Cross Bay Area Chapter neither endorses nor makes any representation as to the credentials or professional experience of anyone on this list. We recommend that donors talk with several potential advisors before selecting one to represent them.
 
 
For more information, please contact our planned giving team at (415) 427-8989 or ruettingerw@usa.redcross.org.
 
 

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