For Professional Advisors

Saint Anselm College values its relationship with professional advisors and seeks to be a resource for them. See the other sections of this site and particularly the suggestions under “Bequest Language.” For specific guidance on individual situations, contact:

Peter Labombarde, CFSC • 100 Saint Anselm Drive, Manchester, NH 03102-1310 • plabombarde@anselm.edu • (603) 641-7228

The Anselmian Professional Advisors Network

Anselmian Professional Advisors Network (APAN) members are counselors to Saint Anselm Legacy Society.

The purpose of APAN is to create and maintain an active, informal network of professionals who advise individuals and families on their estate planning, financial planning and charitable giving strategies.

The group serves as a resource to Saint Anselm Legacy Society (individuals who have included the college in their estate plans) and to the office of college advancement.

Members might be estate-planning at¬torneys, elder law or family advisors, CPAs, CLUs, financial planners, or investment advisors.

Members of APAN:

Are alumni and alumnae of Saint Anselm College or otherwise wish to be more closely connected to the college and its educational and spiritual mission.

Are invited to be supporters of the college with their own personal contributions.

Are interested in staying informed about current estate and gift planning trends and concepts.

Are willing to accept referrals of Saint Anselm alumni and alumnae looking for estate and financial planning and especially gift planning advice.

Are available to advise college advancement staff on charitable giving strategies.

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