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. 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: Cambridge in America
Federal tax ID number: 52-6071299
Located in: 1120 Avenue of the Americas, 17th Floor, New York, NY 10036
See the Benefits Today
Provide your clients with an illustration of their gift to CAm with our Gift Illustrator tool. Instantly calculate deductions, tax savings, and other benefits for multiple gift types.
Make a Gift to CAm in Your Will
If your clients are interested in including CAm in their will for the benefit of Collegiate Cambridge, we have provided sample bequest language that they can bring to their estate planning attorney.
Help Your Clients Make IRA Qualified Charitable Distributions to Cambridge in America Using This New Tool
- Help your clients use this free tool to calculate an estimate of how much they are required by law to withdraw from their IRA this year. It will also give them a sense of how much that withdrawal will increase their tax bill and how much of a tax penalty they’ll incur if they don’t withdraw those funds.
- Next, they can choose how much of that sum they’d like to donate to Cambridge in America as a tax-free QCD gift.
- Then follow the personalized instructions based on which financial institution manages their IRA, and help your clients relax in the knowledge that they’ve both supported collegiate Cambridge and saved money on their taxes.
Partner With Us
We understand that gifts to charities such as CAm 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.