Professional Advisors Network

PAN (Professional Advisors Network) represents a collaboration between the Roman Catholic Foundation, the St. Louis Community Foundation and the Jewish Federation of St. Louis. We have joined with these organizations to provide an educational opportunity for financial, legal and accounting professionals to better incorporate charitable planning conversations into their practice.

The purpose of PAN is to provide an annual educational forum for leading professional advisors in the St. Louis region. Wealth, tax and legal advisors will benefit from this unique opportunity. The goal is to improve philanthropic outcomes and impact by equipping our region’s best professional advisors with the tools and skills they need to better facilitate values-based client conversations.

PAN creates greater understanding of the values that motivate philanthropy and the ways to satisfy client intentions. As participants hone their values-based communication skills, they will also have the opportunity to form strong and enduring professional ties.

PAN Members

• Learn how to approach financial, tax and estate planning through the lens of the client’s personal values leading to deeper, multi-generational client relationships
• Benefit from expert instruction regarding their communication styles and strategic thinking skills
• Hear from charitably-oriented families as to the positive outcomes that a philanthropic plan has had on their family and the benefits their philanthropy has had throughout the community
• Gain confidence in communicating with clients about philanthropy.

Purpose

Our Mission

The Professional Advisors Network unites faithful professionals who are committed to helping individuals and families steward their resources wisely through thoughtful financial, estate, and charitable planning that strengthens the mission of the Church for generations to come.