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 Hospital for Special Care Foundation 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 Hospital for Special Care Foundation, New Britain, CT, (EIN 06-0646766) 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 Hospital for Special Care Foundation as a beneficiary of a specific amount from your estate:
I give and devise to Hospital for Special Care Foundation, New Britain, CT, (EIN 06-0646766) 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
Hospital for Special Care Foundation 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 Hospital for Special Care Foundation, New Britain, CT, (EIN 06-0646766) 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
Hospital for Special Care Foundation’s Broker: Mercer (formerly Vanguard)
DTC: 0062
Attn: Elizabeth Szymanoski at HFSC Foundation
860-832-6215
Account number: 40300983
Tax ID Number: 06-0646766
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 Eloise Mongillo, Senior Philanthropy Officer at emongillo@hfsc.org
Legal name: Hospital for Special Care Foundation
Tax ID number: 06-0646766
Address: 2150 Corbin Avenue
New Britain, CT 06053
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 well-crafted 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 860-832-6215 or email emongillo@hfsc.org.
Disclosure: This information is not intended as legal advice. For more specific advice, please consult your attorney or financial advisor.