For Professional Advisors

As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.

We understand that financial, philanthropic and estate goals are unique to the 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.

Legal Name: Roper St. Francis Foundation

Tax I.D. Number: 57-1068509

DTC Number: 5198

Account Number: 780-04284

Broker Contact:

Howard P. Witz
Merrill Lynch
17 Lockwood Boulevard
Suite 200
Charleston, SC 29401
(843) 720-9427

Incorporated in: Charleston, SC



The material presented on this Planned Giving website is not offered as legal or tax advice.
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