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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: The Washington and Lee University

Tax I.D. Number: 54-0505977

DTC Number: 0954

Incorporated In: Lexington, VA

W&L’s Planned Giving Office maintains a list of Professional Advisors to use for referrals to alumni across the United States. If you wish to be added to the list, please contact us. As a member you will also receive the “Financial Strategies” newsletter three times a year.

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