Resources for Professional Advisors

In your work as a professional advisor, you value professionalism, integrity, and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to LifeMoves. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.

Tools for Professional Advisors

Legal name: LifeMoves
Legal address: 2550 Great America Way, Suite 201, Santa Clara, CA 95054
Federal tax ID number: 77-0160469

See the Benefits Today

Provide your clients with a free, no-obligation illustration of their gifts to LifeMoves with our Gift Illustrator tool. Instantly calculate deductions, tax savings, and other benefits for multiple gift types.

Official Language for Including LifeMoves in a Will

If your clients are interested in supporting LifeMoves with a gift in their wills, we have provided sample bequest language that they can bring to their estate planning attorneys.

Partner With Us

We understand that gifts to charities such as LifeMoves can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our gift planning staff—all working together to arrange the best gift possible.