Professional Legacy Planning Network
The Professional Legacy Planning Network is a values-driven initiative of The Becky Valentine Foundation, designed to connect estate planning professionals, financial advisors, and philanthropic consultants with a trusted charitable partner. This network exists to support advisors in offering their clients meaningful, mission-aligned giving options without the complexity of starting a private foundation. Through a collaborative, transparent approach, we help professionals like you guide legacy-minded clients toward impactful, lasting contributions, while preserving the integrity of your advisor-client relationship. Whether you’re seeking a trusted nonprofit to refer a client to, or looking to join a network that offers two-way referrals and shared purpose, we invite you to explore how we can work together.
FAQ
What is the Professional Legacy Planning Network?
It’s a collaborative program that connects estate planning professionals, financial advisors, and philanthropic consultants with The Becky Valentine Foundation. Our goal is to offer trusted, mission-aligned giving opportunities to clients who want their legacy to create lasting impact.
How does the referral process work?
It’s simple and flexible. You can:
Introduce us to your client directly
Invite them to contact us
Request materials for them to explore on their own
If we receive a donor inquiry without an advisor, we refer them to professionals in our network.
Do I stay involved after the referral?
Yes. You remain your client’s primary advisor throughout the process. We do not offer financial, legal, or tax advice. Our role is to support charitable giving, not replace your guidance.
Is there a formal agreement?
We offer a brief, non-binding Memorandum of Understanding (MOU) to clarify roles and expectations. It’s not required but helps ensure transparency and alignment.
What are the benefits of joining the network?
Access to a trusted nonprofit partner
Two-way referrals from mission-aligned donors
Additional value for clients seeking purpose-driven giving
Recognition as a network member (if desired)
Invitations to special events and briefings
What kinds of causes does the Foundation support?
We focus on education, environmental stewardship, and youth enrichment—particularly through STEM scholarships, ocean conservation, and community partnerships.
Can you work with trusts or other complex gifts?
Yes, we can receive gifts via bequests, charitable trusts, life insurance policies and other planned giving vehicles. We work with you to ensure a smooth, donor-centered experience.
Is there a cost to join the network?
No. There are no fees, commissions, or obligations. Our shared goal is to help your clients give with confidence and create lasting impact.
How do I get started?
You can reach out to us directly to schedule a brief conversation. We’ll send more detailed materials and answer any questions. There’s no commitment, just an open invitation to collaborate.