Thank you for helping your client with their charitable planning.
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 their estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.
If you or your client have any questions, contact Jeannette Edwards at 610-776-3386 or email@example.com.
To name Good Shepherd Rehabilitation Network in a will or trust agreement please use the following suggested language:
Sample Bequest Language
I give and devise to Good Shepherd Rehabilitation Network, Allentown, PA, (EIN 23-2216041) 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*).
*If your client's gift will be restricted to a specific fund or purpose, contact us for personalized bequest language to ensure your client's wishes are clear and can be carried out according to their intentions.
It is important to notify Good Shepherd of the details of this transaction (stock name, share quantity, gift designation) so we can credit your client's gift appropriately. Please contact us prior to initiating the transfer.
Please use the following information when naming Good Shepherd as a beneficiary of a retirement plan, life insurance policy, brokerage account, donor advised fund or any other plan with a beneficiary designation. A copy of the completed beneficiary form should be sent to Jeannette Edwards, Senior Planned Giving Officer at firstname.lastname@example.org
Legal name: Good Shepherd Rehabilitation Network
Tax ID number: 23-2216041
850 South 5th Street
Allentown, PA 18103
Disclosure: This information is not intended as legal advice. For more specific advice, please consult your attorney or financial advisor.