Council Information

Membership in this Council shall be composed of professionals in the following classifications:

  1. attorneys who are licensed to practice law in the State of California;

  2. accountants who are certified and licensed to practice public accountancy in the State of California;

  3. planned giving officers who are employed by or consultant to institutions described in section 501(c)(3) of the Internal Revenue Code;

  4. trust officers who are employed by corporations having trust powers or are engaged in the practice of independent professional fiduciaries; and

  5. financial services professionals, who are chartered life underwriters, chartered financial analysts and/or certified financial planners.

For information about membership, please contact our Secretary at [email protected]. An application for membership can be found here.

We may also accept applications for Friends of the Council. Please see the Membership - Additional Information page for qualifications.