The following is helpful information about Summit Health Foundation for your clients. For additional inquiries, contact Director of Planned Giving Daniel Bornstein at 717-356-5308 or dbornstein@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 Summit Health 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 Summit Health Foundation, Chambersburg, PA, (EIN 83-1196554) [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 Summit Health Foundation as a beneficiary of a specific amount from your estate.
I give and devise to Summit Health Foundation, Chambersburg, PA, (EIN 83-1196554) 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, Summit Health 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 Summit Health Foundation, Chambersburg, PA, (EIN 83-1196554) 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.]
For more information, please contact:
Daniel Bornstein
Director of Planned Giving
Summit Health Foundation
dbornstein@wellspan.org
717-356-5308
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 Director of Planned Giving Daniel Bornstein at dbornstein@wellspan.org.
Legal name: Summit Health Foundation
Address: 785 Fifth Ave., Suite 1
Chambersburg, PA 17201
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.
