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: Christian Brothers Academy

Tax I.D. Number: 21-0723006

DTC Number: 0062

Account Number: 48267239

Incorporated in: Lincroft, NJ

Broker Contact: Vanguard
(877) 662-7447

CBA Contact: Brendan McLoughlin
(732) 747-1959 ext 216
bmcloughlin@cbalincroftnj.org



The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2019 PlannedGiving.com