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: Operation Mobilization

Tax I.D. Number: 22-2513811

DTC Number: 0141

Account Number: 4181-5468

Broker Contact:
Wells Fargo Associates
Phone: 503-603-2141
Broker: R. Scott Smith

Incorporated in: New Jersey

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