Wealthmanagement.com is proud to announce the inaugural “Trusts & Estates Practitioners With Heart Awards,” an editorial program designed to honor estate-planning professionals who exemplify the highest standards of professionalism and are active in charitable giving and mentoring.
If a wealth management practitioner you know deserves consideration for his or her efforts on behalf of others, please fill out our nomination form. Winners will be recognized in Trusts & Estates’ October Charitable Giving Supplement. The deadline for nominations is June 15th.
We will evaluate the nominations based on the level and depth of commitment of the planner to altruistic activities outside of his or her practice. We will look at a planner’s willingness to commit his or her time, abilities and passion to a cause—as opposed to merely writing a check. We will also perform a thorough background check to uncover any ethical violations, contact references whose names are submitted along with the applications and talk with the nominee. A practitioner must demonstrate success in the operation of his or her practice, but that’s not the basis for the award.
Trusts & Estates' editors, in consultation with members of the Philanthropy Committee of our editorial advisory board, choose the winners; there are no spreadsheet calculations. The winners’ stories should speak for themselves.
Nominations require a short essay explaining the nominee’s merits. Be brief—a page will suffice. Specifics are important; please include anecdotes that illustrate the planner’s strongest qualities and commitment to philanthropic activities. Please also describe the kind of practice the planner runs, so that we have a clear understanding of his or her values. All applications are confidential and you can self-nominate.
In addition, applicants must have:
• A minimum of three years in the industry.
• A clean ethical record. (Please send full names.)
To enter a friend, colleague, boss or yourself, fill out the entry form below. Each winner will be profiled in the October issue. Questions? Contact associate legal editor David H. Lenok at David.Lenok@Penton.com or (212) 204 4223.