Why Give?
Flexible planned giving allows you to support areas of greatest need while creating a meaningful and lasting legacy. Through bequests, beneficiary designations, or charitable lead trusts, you can structure a gift that aligns with your financial goals and philanthropic priorities. Whether directed to new programs, urgent research, or scholarships, these gifts extend your impact while strengthening The College’s mission to advance the profession and benefit society.
Your gift does real work right away
It funds scholarships so promising professionals can get the education they need to serve families well, not just those who can afford tuition. It supports faculty who turn complex planning into practical guidance people can actually use. It strengthens our Centers that study retirement, longevity, philanthropy, and financial behavior so advice improves across the entire profession.
Create a lasting legacy with your gift.
The Legacy Society honors individuals who have invested in the future of The College through planned giving. Whether through an IRA charitable rollover, donor advised fund, or beneficiary designation, there are many opportunities to include charitable giving in your estate and financial plans. Legacy Society members invest in the future of The College and the financial services profession. A planned gift is one of the most meaningful ways you can make an impact. Your decision to include The College in your planned giving is an act of generosity we want to celebrate.
Legacy Society members receive exclusive benefits, including:
- Special invitations to College events, including the annual President’s Dinner, where the prestigious Solomon Huebner Gold Medal is presented;
- A Legacy Society lapel pin; Exclusive webcasts featuring College thought leaders; Printed edition of the President’s Report delivered to your address annually;
- and Recognition in the Legacy Society member honor roll.
Have you already included The College in your legacy plans?
Legacy Society members at the annual President’s Dinner
Sandy and Gary P. Bocard, CLU®, ChFC®
A Lasting Legacy: Yuka Nakahara Goven, CLU®, and the Power of Continuing Education
From Ms. to Mrs. to MSFS: The Remarkable Journey of Diane Hack Gould
Why Brad Meigs CLU®, ChFC®, MSFS Named The American College of Financial Services as a 401 k Partial Beneficiary
Education Focused
The Source for Best-In-Class Knowledge
Formed from expert thought leaders in the field and backed by the best-in-class knowledge and know-how of The College, the Center offers information, programs, and education that focus on this underrepresented but growing part of our communities.
About the ChSNC®
Specialized Knowledge Focused on Solutions
The ChSNC® Program is designed to provide financial professionals with the specialized skill and advanced knowledge to champion individuals living with disability, their caregivers, and families with honesty, ethics, and compassion.
A Growing Need
26%
Of adults have some type of disability.1
85%
Of caregivers have no plan to address physical, emotional, and financial responsibilities.2
62%
Of caregivers report feeling overwhelmed by financial stress.2
Learn More About Our Work
Insights
Crafting Long-Term Care Conversations
For many, the subject of long-term care can be a difficult topic to broach. For financial advisors, it’s all in the line of work.
February 11, 2026
On-Demand Webcasts
Advanced Insights for Special Needs Planning
Join industry experts as they take an in-depth look at several key topics and share knowledge from the field of special needs planning.
November 12, 2025
Insights
Special Needs Trusts for Gifting and Inheritance
If you have a minor or adult child with special needs, financial concerns are likely top of mind.
October 30, 2025
On-Demand Webcasts
Fundamental Insights for Special Needs Planning
Join experts from The American College of Financial Services as they explore key insights and knowledge in the field of special needs planning.
October 20, 2025
Press
The American College Center for Special Needs to Host Virtual Symposium
Two-part event brings together practitioners focused on serving the special needs community and offers professionals a pathway into advanced special needs planning.
September 16, 2025
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Talk to Us
The information provided on this website is for general informational purposes only and does not constitute legal, tax, or financial advice. We encourage you to consult with your attorney, financial advisor, or tax professional before making any estate planning decisions.
Our Partners in Philanthropy
Center Founding Partner & Sponsor
National Strategic Philanthropic Partners
National Philanthropic Partners
1 CDC.gov. Disability Impacts All of Us. September 16, 2020.
2 Fidelity Investments®. American Caregivers Study. 2021.