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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: Brothers of the Order of Hermits of Saint Augustine
The Bank of New York Mellon
DTC #: 901
Account #: 190823
Broker Contact: The Bryn Mawr Trust Company
FFC: 6040000242 BOHSA — Brokerage Account

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