Boy with woman

Planned Giving

Planned giving involves integrating a donor's charitable gifts into his or her overall financial tax and estate planning objectives in order to maximize benefits to both the donor and Easterseals. For some, that involves naming Easterseals Eastern Pennsylvania in their will.

To help with your estate planning, here are the most common kinds of bequests with sample language for naming Easterseals Eastern Pennsylvania as a beneficiary. You may also change your beneficiaries at any time, should your circumstances change. 

If you have questions, please contact Ann Marie Surovy, CFRE, Director of Advancement, at asurovy@esep.org or call 610-289-0114 x205.

Residual Bequest 
A residual bequest gives what is left in your estate after your family and friends are provided for. This is a very popular choice for charitable bequests because it ensures that loved ones receive their distribution before any distribution to charity.

"I devise the residue of my estate, after the satisfaction of all specific bequests and the payment of all taxes and other costs attending my death, to Easterseals Eastern Pennsylvania, a not-for profit corporation, Tax ID# 23-2823542, with principal offices currently located at 1501 Lehigh Street, Suite 201, Allentown, PA 18103-3880."

General/Fixed Dollar Bequest
A general/fixed dollar bequest provides a stated sum of money, usually cash, to a beneficiary.

"I bequeath the sum of $____ dollars to Easterseals Eastern Pennsylvania, a not-for-profit corporation, Tax ID# 23-2823542, with principal offices currently located at 1501 Lehigh Street, Suite 201, Allentown, PA 18103-3880."

Percentage Bequest
A percentage bequest enables your bequest to grow as your assets grow. 

"I bequeath to Easterseals Eastern Pennsylvania, a not-for-profit corporation, Tax ID# 23- 2823542, with principal offices currently located at 1501 Lehigh Street, Suite 201, Allentown, PA 18103-3880 an amount equal to ______ percent of the net value of my estate as finally determined for federal estate tax purposes."  

Contingent Bequest
A contingent bequest assumes you want to leave your entire estate to family and friends. However, in the event that you outlive any of your beneficiaries, it provides an opportunity to designate Easterseals to receive that portion of the estate. 

"In the event that (name of the beneficiary) does not survive me, I designate Easterseals Eastern Pennsylvania, a not-for-profit corporation, Tax ID# 23-2823542, with principal offices currently located at 1501 Lehigh Street, Suite 201, Allentown, PA 18103-3880 as the devisee of this bequest of (see above for language specific to different types of bequests)." 

Please contact Ann Marie Surovy, CFRE, Director Advancement, at 610-289-0114 x205 or asurovy@esep.org to notify the organization that you have included Easterseals Eastern Pennsylvania in your estate plans so we can keep you up to date on all the wonderful happenings here at Easterseals Eastern PA and add you to our list of Legacy Society members.

Additional resources can be found here: http://easterseals.planmylegacy.org/

The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney or a tax professional. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.

Powered by Blackbaud
nonprofit software