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 Gettysburg Hospital Foundation for your clients. For additional inquiries, contact Kristin Vought at 717-337-4154 or email kvought@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 Gettysburg 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 Gettysburg Hospital Foundation, Gettysburg, PA, (EIN 23-2251358) [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 Gettysburg Hospital Foundation as a beneficiary of a specific amount from your estate.
I give and devise to Gettysburg Hospital Foundation, Gettysburg, PA, (EIN 23-2251358) 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, Gettysburg 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 Gettysburg Hospital Foundation, Gettysburg, PA, (EIN 23-2251358) 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: 23-2251358
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 Kristin Vought at kvought@wellspan.org.
Legal name: Gettysburg Hospital Foundation
Address: 455 S. Washington St., Suite 11
P.O. Box 3995
Gettysburg, PA 17325-0995
Tax ID number: 23-2251358
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.
