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].”