Planned Giving

Planned Giving

For Professional Advisors

As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.

We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients' philanthropic objectives into well-crafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.

Please feel free to contact us directly for information or assistance on a confidential basis.

Legal Name: Council on Aging of Greater Nashville dba AgeWell Middle Tennessee

Tax I.D. Number: 62-1867122

DTC Number: 0725

Account Number: 4538L224

Raymond James Financial Services

Incorporated in: Nashville, TN