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LEGACY BUTTON

Digital tools for donors and advisors are offered to help you plan your legacy. We encourage you to consult your professional advisors about a future gift to charity. Your advisor can ensure that your plans are suited to your personal circumstances and help maximize the tax benefits from gifts you choose to make.

financial advisor

We are grateful to the following professional advisors whose annual underwriting makes these tools available to the public. (Unless otherwise noted, all advisors have primary offices in Spokane, WA.) 

This email address is being protected from spambots. You need JavaScript enabled to view it. Attorney, Crandall Law Group Hayden, ID 208-772-7111 
This email address is being protected from spambots. You need JavaScript enabled to view it., Attorney, Principal, Lukins & Annis, P.S. 509-455-9555
This email address is being protected from spambots. You need JavaScript enabled to view it., Planned Giving Professional, Real Estate Specialist, John L. Scott Real Estate 509-455-8600
This email address is being protected from spambots. You need JavaScript enabled to view it., Attorney, Principal, and This email address is being protected from spambots. You need JavaScript enabled to view it., Attorney, Principal, Douglas, Eden, Phillips, DeRuyter & Stanyer P.S. 509-455-5300
This email address is being protected from spambots. You need JavaScript enabled to view it., Financial Advisor, Waddell & Reed, Pullman, WA 509-332-2543
Paul D. Fitzpatrick, Attorney, Partner, Foster Pepper PLLC 509-624-1505
This email address is being protected from spambots. You need JavaScript enabled to view it., Accountant, Managing Member, David Green CPA PLLC 509-850-3740
Steve Harman, Financial Advisor, Senior Vice President - Wealth Management, Merrill Lynch 509-459-4544
Bob Larson, Financial Advisor, Managing Director - Wealth Management, Private Wealth Senior Consultant, Merrill Lynch 509-458-4320
This email address is being protected from spambots. You need JavaScript enabled to view it., Attorney, Chairman, Richards, Merrill & Peterson 509-624-3174
This email address is being protected from spambots. You need JavaScript enabled to view it., Attorney, Principal, Randall|Danskin, P.S. 509-747-2052
Kyle J. Weir, Financial Advisor, Senior VP and Senior Portfolio Manager, RBC Wealth Management 509-363-5524

Contact Us Today

421 W. Riverside Ave.
Suite 606
Spokane, Washington 99201
(509) 624-2606