You can help pave the way
If money was no object, what would you like to do for St. Joseph’s College?
We can help you craft the gift of a lifetime.
Life Income Gifts
There are a number of gift vehicles that provide donors with income, flexibility and tax benefits, as well as providing a benefit to the College. We can work with you and your adviser to create an appropriate gift plan. For more information about life income gifts please contact Susan Loucks at 718.940.5564 or firstname.lastname@example.org or visit our Planned Giving site.
A provision for St. Joseph’s College in your estate plans assures that your legacy will endure beyond your lifetime. A gift in your will is a simple way to support the College. This has no lifetime cost and your estate will earn a charitable estate tax deduction for the total value of your gift. Please contact Susan Loucks at 718.940.5564 or email@example.com or visit St. Joseph’s Planned Giving website for more information on bequests.
As a professional adviser, 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
National Financial Services LLC
DTC #: 0226
Account Name: St Joseph’s College
Account Number: K8D-020341
Broker Contact: Joyce Chan
Kimelman & Baird, LLC
Incorporated in: Brooklyn, New York