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 the George Washington 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: the George Washington University
Tax ID Number: 53-0196584
Incorporated in: 1922 F Street NW, Washington, DC 20052
Director, Gift and Estate Administration
If you are the personal representative of an estate, please contact Justine Van Wie, Director, Gift and Estate Administration, at firstname.lastname@example.org or (202) 994-9525 for further assistance.
Sample Bequest Language
Bequest Information Form (PDF)
Stock Transfer Instructions (PDF)
IRS Form 8282, "Donee Information Return" (PDF)
IRS Form 8283, "Noncash Charitable Contributions" (PDF)
Instructions for Form 8283 (PDF)
IRS Publication 526, "Charitable Contributions" (PDF)
IRS Publication 561, "Determining the Value of Donated Property" (PDF)
Qualified Charitable Distribution Sample Letter
IRA Qualified Charitable Distributions
Partner With Us
We understand that gifts to charities such as GW 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.
Be Part of GW’s Network of Professional Advisors
Here at the George Washington University, we recognize the important work performed by professional advisors in helping clients fulfill their personal and philanthropic dreams and goals. The George Washington University’s Network of Professional Advisors brings together estate planning attorneys, financial advisors, accountants, and other philanthropic advisors with GW ties.
As a member of GW’s Network of Professional Advisors, you can:
- Establish and grow relationships with other professional advisors.
- Be part of an online listing of GW-affiliated advisors, accessible to 300,000 alumni worldwide.
- Join our events, where you will hear from top GW scholars, learn trends in philanthropy, and share ideas.
Interested in Joining?
Gifts to nonprofits such as GW can be an important part of your clients’ overall financial and estate plans. That’s why we are 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 involves the donor, professional advisors, and our gift planning staff, all working together to arrange the best gift possible.
If you are interested in learning more about GW’s Network of Professional Advisors, including information on joining, please contact Courtney Tsai, JD, CAP® at email@example.com or 877-498-7590, or fill out this form to let us know.
Looking to Connect with a Professional Advisor?
Find an Estate Planning Attorney, Financial Advisor, or CPA in your area, below.
|Name||City||State||Type of Professional Advisor||Job Title||Company|
|John Dedon, Esq.||Fairfax||VA||Estate Planning Attorney||Of Counsel||Cameron/McEvoy, PLLCfirstname.lastname@example.org|
|Jason Blank||Fort Lauderdale||FL||Estate Planning Attorney||Partner||Haber Blank, LLPemail@example.com|
|Reynolds T. Cafferata||Los Angeles||CA||Estate Planning Attorney||Partner||Rodriguez, Horii, Choi & Cafferata, LLPfirstname.lastname@example.org|
|Laura V. Farthing Berthiaume||Rockville||MD||Estate Planning Attorney||Partner||Farthing & Farthing PCemail@example.com|
|John M. Lynham Jr.||Washington||DC||Estate Planning Attorney||Of Counsel||Foley & Lardner LLPfirstname.lastname@example.org|
|Elizabeth Victoria Noël, Esq.||Silver Spring||MD||Estate Planning Attorney||Attorney, Associate Broker||Noël Law Firm LLCemail@example.com|
|Mil Parekh, CFP®, CPWA®||McLean||VA||Financial Advisor||Senior Vice President
Portfolio Management Director
Family Wealth Advisor
|The BMP Group at Morgan Stanleyfirstname.lastname@example.org|
|Michael P. Egan, CFP®||Vienna||VA||Financial Advisor||Financial Planner
|Egan, Berger & Weiner, LLCemail@example.com|
|Ellen Tillman CLU®, CHFC®, MBA||Bethesda||MD||Financial Advisor||Financial Advisor||Ellen Tillman & Companyfirstname.lastname@example.org|
|Roy A. Schoenfeld, CRPC®||Manalapan||NJ||Financial Advisor||Private Wealth Advisor
Investment Advisor Representative
|Lincoln Financial Advisors||Roy.Schoenfeld@lfg.com|
|W. Thomas Curtis, EA, CFP™||Gaithersburg||MD||Financial Advisor||Tax Partner||FSP & Associates, LLC||Tom.email@example.com|
|Brandon Hines||Washington||DC||Financial Advisor||Financial Advisor
First Vice President
|The Monument Group at Wells Fargo Advisorsfirstname.lastname@example.org|
|Candace G. Kaplan, CFP®, RHU, ChFC®||Rockville||MD||Financial Advisor||Founder and Senior Partner||Kaplan Financial Group, LLC | Kaplan Benefits Group, LLCemail@example.com|
|Marc Q. Broderick||McLean||VA||Financial Advisor||Senior Vice President
Private Client Advisor
|Bank of America Private Bank||Marc.firstname.lastname@example.org|
|Brett J. Ciarelli||West Conshohocken||PA||Financial Advisor||Executive Financial Services Director
Senior Vice President
Private Wealth Advisor
|Morgan Stanley Private Wealth Management||Brett.Ciarelli@morganstanleypwm.com|
|Val Volkau||Washington||DC||Financial Advisor||Wealth Management Advisor||TIAA | Individual Advisory Servicesemail@example.com|
|Scott Justin Borow, AWMA®||Garden City||NY||Financial Advisor||Wealth Management Advisor||Northwestern Mutualfirstname.lastname@example.org|