Planned Giving Advisory Council Comprehensive

Members shall be chosen from the following groups, taking into consideration the geographic make-up of the committee:

• Estate Planning Attorneys
  
• Tax Attorneys
  
• Financial Planners
  
• Trust Officers
  
• Certified Public Accountants
  
• Investment Managers
  
• Insurance Professionals
  
• Other Interested Allied Professionals
  

Membership benefits:

• Referral Network
  
• Professional Exposure
  
• Professional Networking Opportunities
  
• Inside View of BMH and its Strategic Priorities
  

Members should be willing to meet the following criteria:

• Attend the twice yearly Planned Giving
  

Advisory Council meetings.

• Assist in identifying and nurturing those individuals capable of making a planned gift to BMH.
  
• Assist BMH in successfully implementing its planned giving program.
  
• Provide occasional consultation to BMH.
  
• Give personal philanthropic support to the Annual Fund, become a member of The 1904 Legacy Society, or support a special event.
  

The Planned Giving Advisory Council is a self-perpetuating body. The Chairman of the Council is chosen by a committee composed of the current Chair of the Planned Giving Advisory Council, the Director of Development, the Vice President of Finance at BMH, and the Chair of the Development Committee.