As you consult your attorney on the selection of appropriate wording to reflect your own goals and intentions regarding The American College of Financial Services, be sure our organization’s correct legal name appears in all final documents as:
“The American College of Financial Services, 630 Allendale Road, Suite 400, King of Prussia, PA 19406, a Pennsylvania nonprofit corporation, or its successor, Federal Tax Identification Number: 23-1352008.”
General Bequest of a stated sum of money may be worded:
“I give to The American College of Financial Services, 630 Allendale Road, Suite 400, King of Prussia, PA 19406, a Pennsylvania nonprofit corporation, or its successor, Federal Tax Identification Number 23-1352008 [insert here the exact dollar amount].”
Specific Bequest of a certain asset from your estate may be worded:
“I give to The American College of Financial Services, 630 Allendale Road, Suite 400, King of Prussia, PA 19406, a Pennsylvania nonprofit corporation, or its successor, Federal Tax Identification Number 23-1352008, [insert here a description of the particular property].”
Residuary Bequest, after other bequests and expenses have been paid, may be worded:
“I give to The American College of Financial Services, 630 Allendale Road, Suite 400, King of Prussia, PA 19406, a Pennsylvania nonprofit corporation, or its successor, Federal Tax Identification Number 23-1352008, all [or a portion] of the rest, residue and remainder of my estate.”
Contingent Bequest if the person making the will is not survived by certain individuals:
“If [name/s of primary beneficiary/ies] do/es not survive me, or shall die within ninety (90) days from the date of my death, or as a result of a common disaster, then I give to The American College of Financial Services, 630 Allendale Road, Suite 400, King of Prussia, PA 19406, a Pennsylvania nonprofit corporation, or its successor, Federal Tax Identification Number 23-1352008, [insert here the exact dollar amount, description of property, or percentage of residual estate].”
Education Focused
The Source for Best-In-Class Knowledge
Formed from expert thought leaders in the field and backed by the best-in-class knowledge and know-how of The College, the Center offers information, programs, and education that focus on this underrepresented but growing part of our communities.
About the ChSNC®
Specialized Knowledge Focused on Solutions
The ChSNC® Program is designed to provide financial professionals with the specialized skill and advanced knowledge to champion individuals living with disability, their caregivers, and families with honesty, ethics, and compassion.
A Growing Need
26%
Of adults have some type of disability.1
85%
Of caregivers have no plan to address physical, emotional, and financial responsibilities.2
62%
Of caregivers report feeling overwhelmed by financial stress.2
Learn More About Our Work
Insights
Crafting Long-Term Care Conversations
For many, the subject of long-term care can be a difficult topic to broach. For financial advisors, it’s all in the line of work.
February 11, 2026
On-Demand Webcasts
Advanced Insights for Special Needs Planning
Join industry experts as they take an in-depth look at several key topics and share knowledge from the field of special needs planning.
November 12, 2025
Insights
Special Needs Trusts for Gifting and Inheritance
If you have a minor or adult child with special needs, financial concerns are likely top of mind.
October 30, 2025
On-Demand Webcasts
Fundamental Insights for Special Needs Planning
Join experts from The American College of Financial Services as they explore key insights and knowledge in the field of special needs planning.
October 20, 2025
Press
The American College Center for Special Needs to Host Virtual Symposium
Two-part event brings together practitioners focused on serving the special needs community and offers professionals a pathway into advanced special needs planning.
September 16, 2025
01/03
Talk to Us
The information provided on this website is for general informational purposes only and does not constitute legal, tax, or financial advice. We encourage you to consult with your attorney, financial advisor, or tax professional before making any estate planning decisions.
Our Partners in Philanthropy
Center Founding Partner & Sponsor
National Strategic Philanthropic Partners
National Philanthropic Partners
1 CDC.gov. Disability Impacts All of Us. September 16, 2020.
2 Fidelity Investments®. American Caregivers Study. 2021.