Thank you for the work you do on behalf of our donors!
If you are advising a client who is considering a planned gift or bequest to charity_name, we welcome the opportunity to work with you in helping your client. Please use the below resources and tools and feel free to contact us any time for further information or assistance on a confidential basis.
Here is some basic information about our organization:
Legal Name: charity_legal_name
Legal Address: charity_address
Tax I.D. Number: fed_tax_id
If one of your clients arranges an estate gift for the benefit of charity_nickname, we would very much appreciate knowing about the gift, both so we can express our sincere gratitude and – as noted above – so we can make sure we will be able to fulfill the donor’s wishes. Of course, we respect the fact that in some cases donors prefer to remain anonymous. If you are willing to serve as an intermediary, a client of yours can share information about his or her plans without divulging his or her identity.
To notify charity_name that an estate gift has been arranged for its benefit, please fill out our online form or print and mail this form to: charity_address
Learn more about legacy_society
Finally, we want to be of assistance to you in any way we can, whether you are simply looking for general information about charitable giving, considering particular options on behalf of a particular client, or needing our cooperation in the administration of a bequest or other type of planned gift.