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.
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Gifts That Pay You Income
Gifts That Protect Your Assets
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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