For Professional Advisors

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 Bates. 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: President and Trustees of Bates College
Federal tax ID number: #01-0211781
Located in: 2 Andrews Road, Lewiston, ME 04240

See the Benefits Today

Provide your clients with a free, no-obligation illustration of their gift to Bates with our Gift Illustrator tool. Instantly calculate deductions, tax savings, and other benefits for multiple gift types.

Make a Gift to Bates in Your Will

If your clients are interested in supporting Bates with a gift in their will, we have provided sample bequest language that they can bring to their estate planning attorney.

Partner With Us

We understand that gifts to organizations such as Bates 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.

Personal Estate Planning Kit

Not Sure How to Begin Planning?

Download our FREE Personal Estate Planning Kit