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 Evangelical Community Hospital Foundation for your clients. For additional inquiries, contact Donna Schuck at Donna.Schuck@evanhospital.com or 570-522-2596.
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 Evangelical Community Hospital 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 Evangelical Community Hospital Foundation, Lewisburg, PA, (EIN 99-2776957) [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 Evangelical Community Hospital Foundation as a beneficiary of a specific amount from your estate.
I give and devise to Evangelical Community Hospital Foundation, Lewisburg, PA, (EIN 99-2776957) 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, Evangelical Community Hospital 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 Evangelical Community Hospital Foundation, Lewisburg, PA, (EIN 99-2776957) 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: Milestone Investments at Mifflinburg Bank & Trust
DTC Number: 0443
FBO Account Number: JKX-039412
Tax ID Number: 99-2776957
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 Donna Schuck at Donna.Schuck@evanhospital.com.
Legal name: Evangelical Community Hospital Foundation
Address: One Hospital Drive
Lewisburg, PA 17837
Tax ID number: 99-2776957
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.
