For Professional Advisors

Attorneys, accountants, financial and wealth advisors, insurance agents, and financial planners play a critical role in fulfilling the life, estate, and charitable plans of philanthropists. To assist in this process, the professional staff of The Lovett School is available to help clients craft meaningful charitable plans that reflect their wishes accurately and completely.

Our staff is familiar with the broad range of gift opportunities available at Lovett, gift acceptance policies, and the many giving vehicles including trusts and retirement plans. Most important, we listen and respond to the needs and concerns of those individuals and families who want to help us in our mission of "providing a community of belonging that develops students of honor, faith, and wisdom with the character and intellect to thrive in learning and life.”

We invite advisors to contact us when they have questions regarding charitable gifts to Lovett or when clients need assistance to explore the charitable legacy that would be most meaningful to them.