For Professional Advisors


For Professional Advisors

We understand that gifts to organizations such as Sierra Club can be an important part of your clients’ overall financial and estate plans. That’s why we’re committed to partnering with you to ensure that your clients find the gift planning arrangements that best meet their needs. We believe that gift planning is a process that ideally involves the donor, professional advisors, and our legacy giving staff — all working together to arrange the best gift possible.

Please use these tools as you work with your clients, and feel free to contact Lori Sullivan, JD, at 800-932-4270 or at giftplanning@sierraclub.org for more assistance.

View Sample Gift Language

View Sample Beneficiary Designation

 

Please direct all estate gift correspondence to:
Lori Sullivan, JD
Director of Gift Planning
Phone: 800-932-4270
Email: giftplanning@sierraclub.org
Mail: Sierra Club
2101 Webster Street
Suite 1300
Oakland, California, 94612