For Professional Advisors

Important Tools

• Plan-a-Gift
• Compare Gift Plans
• Goals and Benefits
• Personal Calculators

Gifts Anyone Can Afford

• Appreciated Securities
• Bequest
• Life Insurance
• Retirement Plans
• Real Estate
• Personal Property

Gifts That Pay You Income

• Charitable Gift Annuity
• Deferred Gift Annuity
• Annuity Trust
• Unitrust

Gifts That Protect Your Assets

• Charitable Bargain Sale
• Charitable Lead Trust
• Retained Life Estate

As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.

We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients’ philanthropic objectives into well-crafted estate plans. Furthermore, we encourage prospective donors to consult with their financial advisors before making decisions based on information we provide.

Please feel free to contact us directly for information or assistance on a confidential basis.

Legal Name: Loyola University Maryland

Tax I.D. Number: 52-0591623 

Incorporated In: Baltimore, MD