Planned Giving

For Professional Advisors

Bequests

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: The Academy of the New Church Secondary Schools (ANCSS), Bryn Athyn College of the New Church (BAC) and the General Church of the New Jerusalem (GC)

Tax I.D. Number: ANC#: 23-1433899; GC#: 23-1445615

DTC Number: 8862

Broker Contact:
Merrill Lynch Wealth Management,
Beth Fizell-Jenkins, CDFA,
McGee Fizell Group,
1040 Stony Hill Road, Suite 200,
Yardley, PA 19067,
Phone: 267-757-8952,
Fax: 908-838-9055,
elizabeth.fizell@ml.com

Back up contact:
Christina Ciorciari
267-757-1442
Christina.ciorciari@ml.com

Academy of the New Church #8VL-04256
General Church of the New Jerusalem #8VL-04257
DTC #8862

Incorporated in: Bryn Athyn, PA