UMD Gift Planning Advisors

The UMD Gift Planning Advisors is a group of professional advisors affiliated with the University of Maryland, College Park who work in professions advising individual clients on matters of estate planning, retirement planning, investing, tax planning and advising, insurance, real estate, small business law, etc. Membership is open to anyone who works in one of the allied professions, having any association with UMD. You may request membership in the group by completing our Membership Enrollment Form.

We hope to provide an informal resource of information on philanthropic matters. By being a member of the UMD Gift Planning Advisors, you will receive:

  • Year-round updates about legislative and tax law changes that impact philanthropy and financial/legal/tax decisions of individuals
  • Useful information about planned giving vehicles and strategies, how charitable gifts integrate into life planning, and how specific gift vehicles are used to achieve certain financial or legal goals
  • Notice of the significant gifts that come to the University of Maryland
  • Networking and educational opportunities through the annual UMD Gift Planning Advisors Luncheon

Once you have completed your enrollment form you will receive an invitation to join the LinkedIn Group UMD Gift Planning Advisors. You will also begin to receive our newsletter, Financial Strategies, containing articles and information about gift planning issues, and legislative and tax changes impacting charitable gifts to UMD.

 

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