Planned Giving
Planned Giving
For Professional Advisors
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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.
To transfer a gift of stock, please contact:
Andy Pasqua
Morgan Stanley
1433 Hooper Avenue
Toms River, NJ 08753
732-505-4766
Our account information to receive your gift is:
Bloomfield College
Account #: 697-106-051
DTC #: 0015
TAX ID #: 22-1494428
Sally Ann is a Charlotte W. Newcombe Scholar, a Joel M. Weiner ’66 Honors Scholar, the recipient of the Bloomfield College Tuition Scholarship, Lucy C. Galiato Scholarship, and the Angelina and Salvatore Iannelli Scholarship.
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