We appreciate your dedication to guiding your clients through charitable planning. As you prioritize trust and mutual respect in client relationships, we value the same principles with our donors. We’re here to support you in integrating your clients’ philanthropic goals into their estate plans, and we encourage them to consult with you for personal guidance.
The following is helpful information about WellSpan York Health Foundation for your clients. For additional inquiries, contact Executive Director Matthew Lane at 717-851-1634 or mlane3@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 WellSpan York 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 WellSpan York Health Foundation, York, PA, (EIN 23-3050192) [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 WellSpan York Health Foundation as a beneficiary of a specific amount from your estate.
I give and devise to WellSpan York Health Foundation, York, PA, (EIN 23-3050192) 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, WellSpan York 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 WellSpan York Health Foundation, York, PA, (EIN 23-3050192) 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.]
Gifts of Appreciated Securities
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: 23-3050192
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 Executive Director Matthew Lane at mlane3@wellspan.org.
Legal name: WellSpan York Health Foundation
Address: 2500 S. George St.
York, PA 17403
Tax ID number: 23-3050192
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.
