Professional Advisor Partners

The following professional agencies participate in and promote Leave A Legacy® to their clients for the benefit of all nonprofit organizations working and serving the Alexandria area, and agree to participate in the following ways:

  1. Maintain continuing education to stay current on charitable giving.
  2. Introduce the Leave a Legacy® program to their office partners and staff.
  3. Make Leave a Legacy® brochures available to their clients.
  4. Include charitable planning in their practice for clients interested in giving.
  5. Share their commitment to Leave a Legacy® with people in their personal life.
  6. Consider a charitable gift in their own financial and estate plans.
  7. Pay annual dues to Alexandria Area Leave a Legacy®.
Dilly Zimny Insurance
Johnston Law Office
LifeSTAGE Wealth Management
Thrivent Financial