Resources for Professional Advisors

In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to Pontifical College Josephinum. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.

Tools for Professional Advisors

Legal name: Pontifical College Josephinum
Legal address: 7625 North High Street, Columbus, Ohio 43235
Federal tax ID number: 31-4379535

See the Benefits Today

Provide your clients with a free, no-obligation illustration of their gifts to the Josephinum with our Gift Illustrator tool. Instantly calculate deductions, tax savings and other benefits for multiple gift types.

Official Language for Including the Josephinum in a Will

If your clients are interested in supporting the Josephinum with a gift in their wills, we have provided sample bequest language that they can bring to their estate planning attorneys.

Partner With Us

We understand that gifts to charities such as the Josephinum can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff—all working together to arrange the best gift possible.

Attorneys

Since its founding in 1888, the Josephinum has benefited from the expert advice of attorneys and financial advisors who assist their clients with giving options and tax-wise estate planning. If you do not have a will or estate plan and would like financial advice on leaving your legacy at the Josephinum, please contact one of these professionals:

Estate Planning Attorneys Serving the Josephinum