The William and Mary Advisor Network is a national registry of more than 300 professionals from the legal and financial services community, many of whom count William and Mary alumni and friends among their clientele. Through the Advisor Network, the William and Mary Office of Gift Planning seeks to educate and empower allied professionals who wish to incorporate charitable gift planning services in their practices. The Advisor Network also serves as an ongoing referral source for donors who need the knowledgeable services of a CPA, CFP, CLU, attorney or other professional.

Members of the Advisor Network receive a complimentary subscription to Financial Strategies, a quarterly newsletter designed to keep the financial and estate planning professional up to date on changes in the tax laws which may impact their clients' present or future estate plans. Edited by nationally recognized tax expert André R. Donikian, Financial Strategies contains important and timely information regarding wills and bequests, annuities, trusts, and charitable and retirement planning opportunities.

The William and Mary Office of Gift Planning invites interested professionals to become a part of this growing network of professionals dedicated to serving current and future donors of the College.

Office of Gift Planning
College of William and Mary
P.O. Box 8795
Williamsburg, VA 23187
(757) 221-1004
Fax: (757) 221-1508