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 Saint Leo University. 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: Saint Leo University
Federal tax ID number: Please contact us for our federal tax ID number.
Address: PO Box 6665 - MC 2227, 33701 State Road 52, Saint Leo, FL 33574

See the Benefits Today
Provide your clients with a free, no-obligation illustration of their gift to Saint Leo University simply by emailing Stephen Kubasek, our director of Planned Giving, at stephen.kubasek@saintleo.edu or (352) 588-8355.

Make a Gift to Saint Leo University in a Will
If your clients are interested in supporting Saint Leo University with a gift in their will, we have provided sample bequest language that they can bring to their estate planning attorney.

Bequest Language
“I give, devise, and bequeath to Saint Leo University, Inc. (Federal tax exempt ID# 59-1237047), a not-for-profit, charitable educational corporation in Saint Leo, Florida, the sum of <$ > OR < %> of the remainder of my estate to be used for the purpose of < > OR the purposes as recommended by the President of the University and approved by the University’s Board of Trustees.”

Partner with Us
We understand that gifts to charities such as Saint Leo University can be an important part of your clients’ overall financial and estate plans. That is why we are 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.

 
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.