SPAN Membership Application

Membership in the Seattle Philanthropic Advisors Network is open to wealth advisors, philanthropic advisors, financial advisors, attorneys, CPAs, CFPs, CFAs, ChFCs, CLUs, trust officers, non-profit executives, and other professionals who advise clients with charitable intent. New members must be in good standing with their professional organization and must be approved by the SPAN Board of Directors. SPAN holds three meetings per year. Each meeting includes the featured topic and speaker, as well as a meal appropriate to the time of day. Annual dues are currently $175.00 and include the cost of all meals.

Membership benefits include:

  • Networking opportunities

  • Online membership directory

  • Children's Legacy Advisors Discount: $25 discount for conference held each May

  • After-Hours Special Events

  • Advisors in Philanthropy Benefits

    • First-year SPAN members get their $400 AiP dues waived for their first year in AiP

    • AiP members may register for free teleconferences ($25 value each)

    • Access to message boards

    • Discounts to the AiP annual Conference on Philantropy in Chicago  

Join SPAN today!

To join, complete the registration form below and click on Submit. Then click on the Pay Now button to pay your dues via our secure payment site. No PayPal account is required.

Name:
Firm:
Address:
City, State, Zip:
Phone:
Email (Required):
Website:
How did you hear about SPAN?
   
Expertise
   
Professional Designations:
(CAP, CPA, CFP, CFA, ChFC, CLU, Attorney, Trust Officer, etc.)
   

Ethics Certification:

I certify that I uphold high ethical standards and observe all ethical rules established by the governing body of my profession, and that I have never been reprimanded, censured, or disciplined for an ethical violation by my profession’s governing body.

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 Seattle Philanthropic Advisors Network
PO Box 15717 | Seattle, WA 98115-0717 | 206-524-0136 | rsvp@spanseattle.org