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Planned Giving

Network of Professional Advisors

GW Network of Professional AdvisorsThe George Washington University's Network of Professional Advisors brings together estate planning attorneys, financial advisors, accountants, and other philanthropic advisors with GW ties.

This network provides opportunities to establish and grow relationships with other professional advisors and join an online listing of GW-affiliated advisors accessible to 300,000 GW alumni worldwide.

Our events will provide a platform to build community, hear from top GW scholars, learn about trends in philanthropy, and share ideas for enhancing your practice through effectively supporting your clients' philanthropic desires.

Here at GW, we recognize the important work performed by professional advisors in helping clients fulfill their goals and dreams, both personal and philanthropic. We welcome you to join a growing community of professional advisors that GW wishes to support now and in the future.

If you are interested in information on joining, please contact Courtney Tsai, JD, CAP® at or 877-498-7590, or fill out this form to let us know.

Register Now: What Women Want with their Money in Retirement

The GW Network of Professional Advisors invites you to attend What Women Want with their Money in Retirement, a virtual event featuring a panel discussion with:

  • Carrie Schwab-Pomerantz | Charles Schwab Foundation, Charles Schwab & Co, Schwab Charitable
  • Annamaria Lusardi | The George Washington University, Global Financial Literacy Excellence Center (GFLEC)
  • Erin Hogan | Bank of America Private Bank
  • Moderated by: Candi Kaplan | Kaplan Financial Group, Kaplan Benefits Group

As women approach or are in retirement, they may experience some level of anxiety regarding their future financial security. Our expert panelists will discuss: the relationship between financial literacy and financial confidence, financial planning tips for women facing their retirement, and how women may incorporate philanthropy into their financial and legacy planning. This discussion, geared toward professional advisors and GW alumni and friends nearing retirement, will help empower women to become more confident with their financial and legacy planning in their golden years.

What Women Want with their Money in Retirement
Thursday, June 24
3:00pm EDT
Online via Zoom

Register Now

This event will take place over Zoom. Please register your attendance in advance. A link to access the event will be sent to all registered guests prior to the event.

If you would like additional information on this event, please contact Louisa Sizemore at or 877-498-7590.

Professional Advisors Contact Form

Please use this form to let us know if you'd like to be added to our Network of Professional Advisors.

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Looking to Connect with a Professional Advisor?

Find an Estate Planning Attorney, Financial Advisor, or CPA in your area, below.

Request to be added to the online listing.

eBrochure Request Form

Please provide the following information to view the brochure.

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A charitable bequest is one or two sentences in your will or living trust that leave to the George Washington University a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to the George Washington University, a nonprofit corporation currently located at 1922 F Street NW, Washington, DC 20052, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to GW or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property, or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to GW as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to GW as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and GW where you agree to make a gift to GW and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.

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