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Get involved with a program designed to help guide planned giving conversations

Your clients can choose to leave a portion of their estate to any charity they choose.

The purpose of Leave 5 is to inspire people to leave at least 5% of their estate to the local charitable causes they care about, in order to build more prosperous communities.  


We want to recognize the professional advisors who agree to act as Leave 5 advocates with their clients. Advisors who commit to telling their clients about the Leave 5 campaign will be listed along with contact information in the "Find an Advisor" section of the website, which will hopefully prove to be a referral source for you and your firm.

If you wish to be a partnering advisor, please notify our Leave 5 team by emailing or call us at 325-676-3883.

Want more information?

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