For Trustees and 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. Our gift planners are well-trained and skilled in the application of all vehicles used in strategic philanthropy. You are welcome to call anytime to discuss your client’s intentions.

Please use our legacy website as you help your clients with their charitable plans, and feel free to contact Diana Lasswell, Director of Planned Giving, at PlannedGiving@Moffitt.org or 800-456-3434 ext. 1403 if you have any questions.

Tools for Professional Advisors

Partner with Us

We understand that gifts to charities such as Moffitt Cancer Center Foundation can be an important part of your clients’ overall financial and estate plans. That is 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.

Moffitt Professional Partners Group

Moffitt Professional Partners is comprised of advisors in the estate and wealth planning industry. As a Professional Partner, you’ll receive periodic updates on latest research developments at Moffitt Cancer Center and you will be invited to Moffitt events in the community. Please contact us if you’d like to become one of our valued Professional Partners.