Advisors Guide for Planned Giving

Planned Giving Guide

Gifts from Wills and Trusts:

When making a charitable gift to a nonprofit organization, it is vital the legal name of the charity, city and other identifying details be used. To name Gwynedd Mercy Academy High School in your 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 Gwynedd Mercy Academy High School, Lower Gwynedd, PA,  (EIN 23-1740598) 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).

Specific Bequest Language
You can also name Gwynedd Mercy Academy High School as a beneficiary of a specific amount from your estate:

I give and devise to Gwynedd Mercy Academy High School, Lower Gwynedd, PA,  (EIN 23-1740598) the sum of $ ________________________ (or "____ shares of __________________ stock") to be used for its general support (or for the support of a specific fund or program).

Contingent Bequest Language
Gwynedd Mercy Academy High School can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled:

If (insert individual heir's name) is not living at the time of my demise, I give and devise Gwynedd Mercy Academy High School, Lower Gwynedd, PA,  (EIN 23-1740598) the sum of $ (or "all" or " ___________ 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

Gwynedd Mercy Academy High School's Broker: Charles Schwab
DTC: 0164
Account number: 84144426
Tax ID Number: 23-1740598

Beneficiary Gifts From Retirement Plans, Life Insurance, Brokerage Accounts or Any Other Plan With a Beneficiary Designation:

Please contact your plan provider for a change of beneficiary form. Once you have filled out the form, please send a copy to Colleen Belz Frascatore, '89 Director of Advancement at cfrascatore@gmahs.org

Legal name: Gwynedd Mercy Academy High School
Tax ID number: 23-1740598
Address: 1345 Sumneytown Pike
Lower Gwynedd,  PA  19002

Note To Attorneys, Accountants and Other Professional Advisors:

Thank you for helping your client with their charitable planning. As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.

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 wellcrafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.

If you have any questions or concerns, please call 267-946-0948 or email cfrascatore@gmahs.org.

Disclosure: This information is not intended as legal advice. For more specific advice, please consult your attorney or financial adviser.