Council Information

Membership in this Council shall be composed of professionals in the following classifications:

(i) attorneys who are licensed to practice law in the State of California;

(ii) accountants who are certified and licensed to practice public accountancy in the State of California;

(iii) planned giving officers who are employed by or consultant to institutions described in section 501(c)(3) of the Internal Revenue Code;

(iv) trust officers who are employed by corporations having trust powers or are engaged in the practice of independent professional fiduciaries; and

(v) financial services professionals, who are chartered life underwriters, chartered financial analysts and/or certified financial planners. 


For information about membership, please contact our Secretary, Monica Krieger, at  An application for membership can be found here.

We may also accept applications for Friends of the Council.  Please see the Membership - Additional Information page for qualifications.