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For Professional Advisors

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: Manresa Jesuit Retreat House

Located in: Bloomfield Hills, MI

Federal Tax ID 38-1369605

For direct transfer of assets:
Merrill Lynch
DTC # 5198
Acct # 64902200

The IRS recognizes Manresa Jesuit Retreat House as a 501(c)(3) organization listed in the annual Official Catholic Directory and included in its annual group ruling related to that directory. (In the 2016 edition see pages 395 and 396)



The material presented on this Planned Giving website is not offered as legal or tax advice.
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