Facts About Us

Do you have a client who wants to make a gift or bequest to National Osteoporosis Foundation? Here you’ll find our correct legal name, suggested bequest clauses and information for securities transfers.

Wills and Trusts Language

I give and bequeath to the National Osteoporosis Foundation, a not-for-profit corporation organized under the Laws of the State of Missouri and having its principal office at 1232 22nd Street, N.W., Washington, D.C. 20037

To make a cash bequest:

the sum of $_________ to be used by said Foundation for its general purposes.

To give a percentage of the estate:

_______ percent of my estate to be used by said Foundation for its general purposes.

To give a residual amount or remaining interest:

the rest, residue and remainder of my estate after all debts, expenses and taxes have been paid and all the general and specific bequests have been made, to be used by said Foundation for its general purposes.

To give a tangible asset or property:

_______ shares of common stock of __________ (or insert here a description of other property) owned by me at my death as these shares shall exist at the date of my death, to be used by said Foundation for its general purposes.

Clients can specify that they would like for their bequests to be used exclusively for research or for the general purposes of the Foundation, which includes both research and education. We recommend that in preparing a will donors consult their attorney.

Please call NOF at (202) 223-2226 if you have any additional questions.

Contact Information

Name:
National Osteoporosis Foundation

Mailing Address:
1232 22nd Street N.W.
Washington, D.C.
20037-1292

Phone Number:
(202) 223-2226

Securities Transfers

Account Name:
National Osteoporosis Foundation

Receiving firm information:
Merrill Lynch
Attn: William A. Kast
555 12th Street, NW – Suite 750 North
Washington, DC 20004
Tax ID Number:
13-3180817

Account Number:
5UP-07009

DTC Transfers:
All DTC Eligible Securities by Courier:
Deliver to DTC Clearing.
5198 vs Receipt - free

Physical Delivery of Securities By Courier:
Merrill Lynch Processing Center
Attn: William A. Kast
555 12th Street, NW – Suite 750 North
Washington, DC 20004
for account – National Osteoporosis Foundation

*If stock certificates are in client's name, a letter of authorization with intent to gift specific number of shares to NOF and a signature exactly matching the owner(s) of the certificate should be included with the stock.

Fed Book Entry Securities (e.g., Treasury Notes):
JPMCHASE/CUST/MERRILL
ABA 021000021
Further Credit to National Osteoporosis Foundation and Merrill Lynch Account Number

Fed Book Entry Mortgage:
JPMCHASE/CUST/MERRILL
ABA# 021000021
Further Credit to National Osteoporosis Foundation and Merrill Lynch Account Number

Fed Wire Funds
Mellon Bank
Pittsburgh, PA
ABA# 0430-0026-1
Sub A/C # 101-1730
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Further Credit to and Merrill Lynch Account Number

Mailing Address for Physical Certificates:
Merrill Lynch
William A. Kast
555 12th Street, NW – Suite 750 North
Washington, DC 20004

*If stock certificates are in client's name, a letter of authorization with intent to gift specific number of shares to NOF and a signature exactly matching the owner(s) of the certificate should be included with the stock.

Limited Partnerships:
Merrill Lynch
Attn: Limited Partnership Operations
P.O. Box 3695
New York, NY 10008

Book Entry GNMAs is:
PTC/GNMA
PTC Symbol: MLPFS

For help in accomplishing your transfer of assets to the National Osteoporosis Foundation, you may contact our adviser at Merrill Lynch, William A. Kast, at (202) 434-4706 or by e-mail at bill_kast@ml.com.

ALL DELIVERIES MUST INCLUDE CLIENT NAME
AND MERRILL LYNCH ACCOUNT NUMBER

(National Osteoporosis Foundation A/C# 5UP-07009)