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For Professional Advisors

Whether you’re an estate planner, attorney or financial advisor, there are many ways to include Cleveland Clinic in your client’s personal philanthropic plans. Working together, we can integrate their charitable, family and financial goals with the mission of Cleveland Clinic to transform healthcare for our patients and shape the future of medicine around the world.

How We Can Assist You

Cleveland Clinic’s gift planning professionals can provide resources for everything you need to help your clients meet their charitable goals such as:

  • Sample bequest language directing your client’s gift to their designated area/program.
  • Sample calculations of gift options tailored to your client.
  • Facilitation of complex assets such as real estate, life insurance and artwork.
  • On-site visits with you and client to explore funding needs and priorities.
  • Meet and greets with Cleveland Clinic researchers, physicians and staff.
  • Informational presentations on charitable giving options and trends for you and your colleagues.
  • Free publications to help you and your client explore the many ways to give.
“The Gift Planning team at Cleveland Clinic guided us seamlessly through the process, making this gift a reality for our client and her family.”

– Loran Ansberry, Senior Vice President - Wealth Management, Financial Advisor, UBS Ridgetop Wealth Management

Already facilitated a gift to Cleveland Clinic? Let us know!

Cleveland Clinic has established Allied Partners in Philanthropy (APP), a national society to thank and recognize allied professionals who have helped facilitate a charitable gift to Cleveland Clinic. Members have assisted their clients with outright and planned gifts supporting Cleveland Clinic’s main campus, as well as Cleveland Clinic Nevada, Cleveland Clinic Florida, Cleveland Clinic Indian River and Cleveland Clinic Martin Health.

Benefits of membership in APP include:

  • Invitations to members-only events with tours of Cleveland Clinic facilities in Ohio, Florida and Las Vegas
  • Recognition in the Pyramid newsletter, sent to 100,000+ prospects/donors
  • Timely updates on charitable giving trends and gift opportunities
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