Gifts Anyone Can Make
Gifts That Pay You Income
Gifts That Protect Your Assets
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
CBA Contact: Brendan McLoughlin
(732) 747-1959 ext 216