Professional Advisors Toolkit

You help your clients align their values and interests with their estate planning objectives every day. We share your principles and take the same care when it comes to helping donors plan gifts that support United Way and, in turn, provide them with opportunities to create a charitable legacy that reflects their vision for the future.

Contact our Planned Giving Officer with any requests for information.
Phone: 403-231-6444

Adam SlaterProfessional Advisors Resources