For Professional Advisors

Attorneys, accountants, financial and wealth advisors, insurance agents, and financial planners play a critical role in fulfilling the life, estate, and charitable plans of philanthropists. To assist in this process, the professional staff of St. John's College is available to help clients craft meaningful charitable plans that reflect their wishes accurately and completely.

Our staff is familiar with the broad range of gift opportunities available at St. John's, gift acceptance policies, and the many giving vehicles including trusts and retirement plans. Most important, we listen and respond to the wishes of our alumni and friends who want to help St. John’s secure the future of our special academic mission.

We invite advisors to contact us when they have questions regarding charitable gifts to St. John's or when clients need assistance to explore the charitable legacy that would be most meaningful to them.