Join alumni and friends from around the world who have combined their affection for the Institute with their desire for sound financial planning.
Membership in our Legacy Society is available to those who provide support to the Institute through a bequest or life income gift.
Members of our Legacy Society provide support to the Institute through a bequest or life income gift. This type of long-term giving provides for generations of students and their teachers by building endowment and lasting funding sources. In addition to knowing they will have a lasting impact on the Institute, members of the Legacy Society receive invitations to exclusive Institute events.