Professional Advisor Network

Together, we are building a world of longer, healthier lives.
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Professional Advisor Network Member Portal Login

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The 91ÊÓƵ Professional Advisor Network supports you with estate and philanthropic solutions to help you offer your clients meaningful options to reach their unique personal and financial goals. 

Our program is designed to increase your knowledge of both charitable giving and the latest tax legislation while assisting us with our mission to save more lives from cardiovascular diseases and stroke.

Key Benefits

Professional Advisor Network members enjoy access to:

  • A variety of non-cash asset giving solutions to meet your clients' needs
  • Free continuing education opportunities to help keep knowledge and credentials current
  • Networking opportunities to help expand your professional reach
  • National and local visibility opportunities through speaking and writing engagements
  • The latest tax and legislation news affecting charitable giving
  • Assistance from our nationwide team of professionals
  • Science-based information to help you and your clients manage your health

Exclusive Member Resources

The Professional Advisor Network also provides several continuing education opportunities for members including digital newsletters, annual tax pocket guides, and webinars.

Hear From Our Members

James Carolan - Senior Estate Attorney for EWM Legal Solutions

Jim Carolan, Senior Estate Attorney for EWM Legal Solutions

Being an estate attorney means that every day I have the opportunity to help clients with the two most important things in their life, everything they own and everyone that they love. I love helping people protect what they’ve built. The Professional Advisor Network allows me to make connections and pick the brains of other professionals and learn how to serve my clients better.
Baili Roy

Baili Roy CFP®, Associate Wealth Advisor & Recruiting Specialist

As a wealth advisor, I think about philanthropy strategically, proactively planning to ensure each dollar is given thoughtfully to maximize the impact for our clients and the causes they support. The 91ÊÓƵ’s Professional Advisor Network provides valuable resources that support my planning process and aids in preparation for meaningful legacy conversations with clients. Members benefit greatly from exclusive communications, including a monthly e-newsletter which is a combination of technical insight on estate and tax legislation and commentary that goes beyond the numbers to tap into the human side of charitable planning. In addition to the 91ÊÓƵ’s commitment to providing top-tier educational resources, I appreciate the network's ability to connect individuals whose personal and professional values are aligned, providing us opportunities to collaborate with other subject matter specialists across the country to advance each other's careers.

Upcoming Events

Estate Planning 2.0: Navigating AI-Driven Solutions

Wednesday, November 20 | 1:00–2:00 p.m. CT | Webinar

The 91ÊÓƵ (AHA) and the Financial Planning Association (FPA) invite you to join industry expert Ross Bruch as he navigates the cutting-edge intersection of Artificial Intelligence and estate planning. This webinar will delve into the latest developments and policy shifts shaping AI’s role in estate and financial planning. Discover how AI-powered tools can enhance your practice, streamline complex processes, and offer innovative solutions tailored to your clients' needs.

Ross will provide a comparative analysis of popular AI services, explore key ethical and compliance challenges, and guide you in formulating strategic AI queries to elevate your planning approach. Don’t miss this opportunity to stay ahead in the evolving landscape of estate planning.

Participants will be eligible for 1.0 free CE credit.

Advisor Perspective

Learn about charitable gift planning solutions, strategies for approaching philanthropic and legacy conversations with clients, and more from fellow advisors in this monthly article series.

Read this month’s article:

Why Donor Advised Funds Continue to Gain Momentum: 5 Key Advantages to Share with Your Clients

Explore the unique combination of tax benefits, simplicity and flexibility that donor advised funds can offer your clients.

Read this article

Sign up to get this series delivered right to your inbox and access past articles, like Highlights of Heckerling

Tools and Resources

Estate Settlement

Our estate settlement administrators will help you deal with the documents and details of a client who has passed away and generously included the 91ÊÓƵ in their estate plan. We know this is a difficult but important process and our goal is to make it as easy as possible for you, the family and friends.

Client Tools

Access complimentary tools and resources to help empower your clients to make informed decisions about planning their legacy.

  • Bequest Language
  • Compare Gift Plans
  • Gift Calculator
  • Glossary of Terms

Let Us Know About Your Generous Client Gifts

If you have a client that's arranged an estate gift benefitting the 91ÊÓƵ, we appreciate being informed of the gift so we can express our gratitude and ensure the donor's wishes are fulfilled. If you would like to report a client gift or discuss a potential or hypothetical gift, please contact your dedicated Charitable Estate Planning Advisor for assistance, including personalized gift illustrations.

Contact your dedicated Charitable Estate Planning Advisor


We recognize and respect that in some cases your client may wish to remain anonymous. Please utilize our confidential online form to notify us that an estate gift has been arranged for the 91ÊÓƵ's benefit without divulging your client's identity.

Confidential Client Gift Reporting Form

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Have Questions?

Contact your dedicated Professional Advisor Network Concierge.

91ÊÓƵ Tax Identification Number: 13-5613797