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Membership in NYPAN is open to all financial, accounting,
legal, and other professionals who advise clients with charitable
intent, including wealth advisors, philanthropic advisors, financial
advisors, attorneys, CAPs, CPAs, CFPs, CFAs, ChFCs, CLUs, trust
officers, and non-profit executives.
New members must be in good standing with their professional
organization and
must be approved by the NYPAN Board of Directors.
Members receive discounts on luncheon and special events, as
well as other member benefits.
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