For Professional Advisors

Attorneys, accountants, financial and wealth advisors, insurance agents, and financial planners play a critical role in fulfilling the life, estate, and charitable plans of philanthropists. To assist in this process, the professional staff of Stephens College is available to help clients craft meaningful charitable plans that reflect their wishes accurately and completely.

Our staff is familiar with the broad range of gift opportunities available at Stephens College, gift acceptance policies, and the many giving vehicles including trusts and retirement plans. Most important, we listen and respond to the needs and concerns of those individuals and families who want to help us in our mission of "helping everyone live a longer, happier, and healthier life."

We invite advisors to contact us when they have questions regarding charitable gifts to Stephens College or when clients need assistance to explore the charitable legacy that would be most meaningful to them.

Additional documents are drafted and recorded at Stephens to properly record your intentions with the college. When you have your legal documents and your Stephens documents aligned, you can rest assured that all loose ends are tied up and that your gift will be received and utilized as you intended. Please fill out and submit this form.