For professional advisors
As a professional advisor, you build your client relationships on the foundation of trust and mutual respect. The same is true for our relationships with our alumni and friends.
We understand that financial, philanthropic, and estate goals are unique to each 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. If you would like to review sample bequest language, please click here.
Legal Name: Loyola University of Chicago
Tax ID Number: 36-1408475
Broker name: Wells Fargo Advisors
Account name: Loyola University Chicago
Account number: 43447307
DTC number: 0141
Broker contact name: Clifford Bryan
Phone: (800) 243-5548
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