Working with a Financial Advisor

 

If you are interested in including St. Joe's in your estate plans, we are happy to work directly and confidentially with your estate planner, attorney, or financial adviser.

If you need help finding a lawyer or professional financial advisor who is experienced in planned giving, please contact us for a referral or suggestions.

If you are interested in more information on planned giving, please click here or contact Dan Warner '06, Vice President of Institutional Advancement, at 716-270-4115 or [email protected].