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 Southwest Autism Research & Resource Center. 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: Southwest Autism Research and Resource Center (SARRC), a nonprofit corporation of Arizona
Tax ID Number: 31-1496646
Incorporated in: 300 North 18th Street, Phoenix, AZ 85006
Free Professional Advisors Education & Beer Tasting Mixer
Join us at SARRC’s Sybil B. Harrington Campus for Exceptional Children on October 24, 2018. More »
Official Bequest Language and Charitable Bequest Information and Examples
Discover the precise, legal language to use when including SARRC in your estate plans. More »
Professional Advisors' Reference Library
Charitable gifts, like financial plans, should be tailored to individual circumstances and can often improve your client's position. The following articles cover a range of topics to help you better avise your clients on charitable estate planning issues. More »
Partner With Us
We understand that gifts to charities such as SARRC 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.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.