Ways to make a Planned Gift:
1. Bequest: As part of your Will or Revocable Trust, you can include language such as, “I give the Ed Nebbins Foundation, a 501(c)(3) non-profit corporation located in Madison, Wisconsin – Tax ID 81-5249157, [ ____% of my residual estate/trust] OR [the sum of $______], to be used for its general purposes.”
2. Retirement Plan (IRA, 401(k), 403(b)) Assets: It is easiest to name the Ed Nebbins Foundation as a beneficiary of all or a portion of your retirement plan assets. When completing your plan custodian’s beneficiary designation form, use the following:
Legal Name: Ed Nebbins Foundation, Inc.
Tax ID: 81-5249157
3. Life Insurance: It is easy to name the Ed Nebbins Foundation as a beneficiary of all or a portion of a life insurance policy. When completing your insurance company’s beneficiary designation form, use the following:
Legal Name: Ed Nebbins Foundation, Inc.
Tax ID: 81-5249157
This is not intended as legal advice. This information is provided to help you and your estate planning attorney, financial planner and other professionals in crafting or updating your personal estate plan. If you or your professional advisors have any questions, please contact us at:
E-Mail: info@EdNebbinsFoundation.org
Phone: (608) 571-4524
Address: Ed Nebbins Foundation, P.O. Box 930248, Verona, WI, 53593-2270
Planned Giving: for an easy-to-print, one-page copy of this Planned Giving information, please click here
If you have already designated the Ed Nebbins Foundation as a beneficiary of your estate, we hope that you will let us know so that we can thank you personally. Please click here to notify us of your generous intention.