The following is helpful information about Ephrata Community Health Foundation for your clients. For additional inquiries, contact Anne C. Williams at (717) 466-2439 or awilliams46@wellspan.org.
Gifts from Wills and Trusts
When making a charitable gift to a nonprofit organization, the legal name of the charity, city and other identifying details must be used. To name Ephrata Community Health Foundation in a will or trust, please use the following suggested language:
Residual Bequest Language
A residual bequest comes to us after your estate expenses and specific bequests are paid.
I give and devise to Ephrata Community Health Foundation, Ephrata, PA, (EIN 80-0940005) [all] or [insert 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 name Ephrata Community Health Foundation as a beneficiary of a specific amount from your estate.
I give and devise to Ephrata Community Health Foundation, Ephrata, PA, (EIN 80-0940005) the sum of $[insert dollar amount] or [insert number of shares] of [insert stock information] to be used for its general support [or for the support of a specific fund or program.]
Contingent Bequest Language
If one or more of your specific bequests cannot be fulfilled, Ephrata Community Health Foundation can be named as a contingent beneficiary in your will or personal trust.
If [insert individual heir’s name] is not living at the time of my demise, I give and devise Ephrata Community Health Foundation, Ephrata, PA, (EIN 80-0940005) the sum of $[insert dollar amount] or [all] or [insert percentage] of the residue of my estate to be used for its general support [or for the support of a specific fund or program.]
Broker: Northern Trust
Broker Account Manager: Samantha Damlar
Broker Phone: 480-887-9122
Broker Fax: 312-557-2673
Broker Email: SML14@ntrs.com
DTC Number: 2669
Agent Bank Number: 20290
FBO Account Number: 26-60352
Tax ID Number: 80-0940005
Beneficiary Gifts from Retirement Plans, Life Insurance, Brokerage Accounts or Any Other Plan with a Beneficiary Designation
Your clients should consult you for a change of beneficiary form. Once they have filled out the form, please send a copy to Anne C. Williams at awilliams46@wellspan.org.
Legal name: Ephrata Community Health Foundation
Address: 722 W. Main St.
Ephrata, PA 17522-1002
Tax ID number: 80-0940005
YOUR HEALTH. YOUR STORY. YOUR LEGACY.
Let’s plan it together.
When you’re ready, please get in touch with us. We’re here to discuss options that align with your goals and values and provide helpful information to share with your financial advisor or estate planner.
