For Professional Advisors

Our Official Bequest Language Obtain the precise, legal language to use when including St. John’s University in your estate plans.

Professional Advisors Reference Library
Charitable gifts, like financial plans, should be tailored to individual circumstances and can often improve your client's position. The following articles cover a range of topics to help you better advise your clients on charitable estate planning issues.

• Choosing the Right Charitable Remainder Trust
• Gift Planning Basics: Matching Methods to Motives
• Lessons From the Experts
• How Investment Decisions Affect Life Income Gifts
• The Charitable Lead Trust: A Phenomenal Estate Planning Tool
• Maximize Memorials for a Lasting Influence
• The QTIP Trust—Benefiting the Blended Family
• A Guide to Early Termination of a Charitable Remainder Trust
• Misconceptions About Living Wills, Health Care Proxies and End-of-Life Decisions
• Charitable Planning Mistakes to Avoid
• Strategies That Use Life Insurance as a Charitable Component
• Testamentary Gifts to Help Children and Grandchildren
• Charitable Remainder Trusts: Robust Yet Underused Scenarios
• Family and Charitable Planning for Retirement Accounts

For additional information on gift planning, contact Susan Damiani, Director of Gift Planning, at (718) 990-7562 or e-mail damianis@stjohns.edu

Note: To view these pages with a larger font size, scroll to the bottom, right-hand side of this page and click on ‘+’ sign.