When making a charitable gift to a nonprofit organization, it is vital the legal name of the charity, city and other identifying details be used. To name Villa Maria Academy High School in your will or trust please use the following suggested language:
Residual Bequest LanguageA residual bequest comes to us after your estate expenses and specific bequests are paid:
I give and devise to Villa Maria Academy High School, Malvern, PA, (EIN 23-1355130) all (or state a percentage) of the rest, residue and remainder of my estate, both real and personal, to be used for its general support (or for the support of a specific fund or program).
Specific Bequest Language You can also name Villa Maria Academy High School as a beneficiary of a specific amount from your estate:
I give and devise to Villa Maria Academy High School, Malvern, PA, (EIN 23-1355130) the sum of $ ________________________ (or "____ shares of __________________ stock") to be used for its general support (or for the support of a specific fund or program).
Contingent Bequest LanguageVilla Maria Academy High School can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled:
If (insert individual heir's name) is not living at the time of my demise, I give and devise Villa Maria Academy High School, Malvern, PA, (EIN 23-1355130) the sum of $ (or "all" or " ___________ percentage of the residue of my estate") to be used for its general support (or for the support of a specific fund or program).
Villa Maria Academy High School's Broker: Vanguard Brokerage Services
Account number: 70863089
Tax ID Number: 23-1355130
Please contact your plan provider for a change of beneficiary form. Once you have filled out the form, please send a copy to Kathleen McCartney, Director of Advancement at firstname.lastname@example.org
Legal name: Villa Maria Academy High School
Tax ID number: 23-1355130
Address: 370 Central Ave
Malvern, PA 19355
Thank you for helping your client with their charitable planning. 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 wellcrafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.
If you have any questions or concerns, please call 610-854-6121 or email email@example.com.
Disclosure: This information is not intended as legal advice. For more specific advice, please consult your attorney or financial adviser.