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 Lehigh 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: Lehigh University
Federal tax ID number: 24-0795445
Located in: 27 Memorial Drive West, Bethlehem, PA 18015-3086
See the Benefits Today
Provide your clients with a free, no-obligation illustration of their gifts to Lehigh University with our Gift Illustrator tool. Instantly calculate deductions, tax savings and other benefits for multiple gift types.
Make a Gift to Lehigh University in Your Will
If your clients are interested in supporting Lehigh University with a gift in their wills, we have provided sample bequest language that they can bring to their estate planning attorneys.
Partner With Us
We understand that gifts to charities such as Lehigh University can be an important part of your clients' overall financial and estate plans. That's why we're 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.
May 4, 2021—Family and Philanthropy: Growing a Lasting Legacy Presentation—An Introduction
Partnering with nationally-known family governance leader, Tom Rogerson, we shared tools for family communication, philanthropic vision, legacy planning, succession, and education. This was the first in a series of presentations as part of the Lehigh Family Philanthropy initiative.View Presentation
June 2021—Family and Philanthropy: Summer Family Fun Work—Activities to strengthen family relationships and communications
As a follow up to the May 4 Family and Philanthropy presentation, we are offering “Summer Family Fun Work” activities Tom Rogerson uses with his private clients to strengthen family relationships and communications—which are the foundation to building trust and successfully managing wealth.
If you would like to learn more, please complete the short form. We would be delighted to share the information with you. You will receive a packet by email that includes several activities for you to review and share among your family.
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Gifts That Pay
Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options. Fill out a brief form to download your FREE copy of the guide Plan for Retirement With a Deferred Gift Annuity.Download and View Your Guide
Personal Estate Planning Kit
Not Sure How to Begin Planning? Fill out a brief form to download your FREE copy of the guide.Download and View Your Guide
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