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 Philhaven for your clients. For additional inquiries, contact Brad Bame at 717-270-2402 or bbame@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 Philhaven 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 Philhaven, Mt. Gretna, PA (EIN 23-1548822) [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 Philhaven as a beneficiary of a specific amount from your estate.
I give and devise to WellSpan Philhaven, Mt. Gretna, PA (EIN 23-1548822) 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 Philhaven 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 Philhaven, Mt. Gretna, PA (EIN 23-1548822) 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: 23-1548822
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 Regional Executive Director Brad Bame at bbame@wellspan.org.
Legal name: WellSpan Philhaven
Address: 283 S. Butler Road
P.O. Box 550
Mt. Gretna, PA 17064
Tax ID number: 23-1548822
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.
