For trustees and advisors

In your work as an 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.

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. Our development team is well-trained and skilled in the application of all vehicles of strategic philanthropy.

Useful legal information

Legal name: Plan International USA
Address: P.O. Box 9747, Providence, RI 02940-9420
Federal Tax ID number: 13-5661832

Your giving toolkit

Gifts from donor-advised funds

Sample language for your will or trust

Sample beneficiary designation

Sample codicil

For trustees and advisors

I′m here to help

Angelica Scanu

Angelica Scanu

Associate Director of Planned Giving

Plan International USA
angelica.scanu@planusa.org
800-556-7918