Planned Giving

For Professional Advisors

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For Professional Advisors

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 professional 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

St. Joseph's College, a New York Education Corporation
Incorporated in: Brooklyn, NY

Stock Transfers

National Financial Services LLC
DTC #: 0226
Account Name: St Joseph’s College
Account Number: K8D-020341

Money Market Account for Wire Transfers

JP Morgan Chase
ABA# 021000021
Account # - 456-1504434

The material presented on this Planned Giving website is not offered as legal or tax advice.
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