For Professional Advisors
- Sample Gift Language
- Sample Codicil
- Stock Transfer Form
- Compare Gift Plans
- Goals and Benefits
- Personal Calculators
- Frequently Asked Questions
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: American Society for Technion-Israel Institute of Technology, Inc., a 501(c)(3) tax-exempt organization (“ATS”), IRS# is 13-0434195
Incorporated in: New York City, NY
Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.