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Facts for Your Financial Advisor

Wills and Trust Language

Bequest language that can be used in a gift by will or living trust:

I give and bequeath to the Visiting Nurse Association and Hospice Foundation, Inc. (Federal Tax Identification Number 59-2804739), a not-for-profit corporation organized under the Laws of the State of Florida and having its principal office at 1110 35th Lane, Vero Beach, FL 32960-6549.

To make a cash bequest:

the sum of $_________ to be used by the Visiting Nurse Association and Hospice Foundation, Inc. (Federal Tax Identification Number 59-2804739) (Vero Beach, Florida) for its general purposes.

To give a percentage of the estate:

_______ percent of my estate to be used by the Visiting Nurse Association and Hospice Foundation, Inc. (Federal Tax Identification Number 59-2804739) (Vero Beach, Florida) 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 the Visiting Nurse Association and Hospice Foundation, Inc. (Federal Tax Identification Number 59-2804739) (Vero Beach, Florida) 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 Visiting Nurse Association and Hospice Foundation, Inc. (Federal Tax Identification Number 59-2804739) (Vero Beach, Florida) for its general purposes.

Visiting Nurse Association & Hospice Foundation, Inc. is a federally tax-exempt public charity under IRC Sec. 501(c)(3). The Foundation is also a Type I Supporting Organization within the meaning of IRC Sec. 509(a)(3). The Foundation's Federal Tax Identification number is: #59-2804739.

Please call Don Rudolph at 772-978-5574 if you have any additional questions.


Contact Information:
Visiting Nurse Association and Hospice Foundation, Inc.
1110 35th Lane
Vero Beach, FL 32960-6549
772-978-5574
Fax: 772-299-7393

Securities Transfers

Taxpayer ID Number: 59-2804739 (VNA Foundation)

Our Broker: Northern Trust

Instructions to Transfer Gifts of Securities to the VNA Hospice Foundation Accounts at Northern Trust as follows:

1 .For Unrestricted Gifts for General Charitable Purposes:
a. For Stock Gifts:
i.DTCC Eligible: 0226
ii. F/B/O “NFS AC # NT2-120928
(The translation of the above line is “For the benefit of National Financial Services Account
#NT2-120928)

b .For Cash Gifts:
i. Fed Wire: Chase Manhattan Bank, N.Y.
ii. ABA # 021000021
iii F/A/O NFS
iv A/C # 066-196-221
v. F/B/O “NFS AC # NT2-120928

2. For Gifts to the Hospice House Endowment Fund:
a. For Stock Gifts:
i. DTCC Eligible: 0226
ii. F/B/O “NFS AC # NT2-120910

b. For Cash Gifts:
i. Fed Wire: Chase Manhattan Bank, N.Y.
ii ABA # 021000021
iii. F/A/O NFS
iv. A/C # 066-196-221
v. F/B/O “NFS AC #

Brokerage Office Telephone: 772-492-1100

Brokerage Office Fax Number: 772-231-0170

Please telephone our office if your client is transferring shares to the Visiting Nurse Association & Hospice Foundation, Inc. We need to know the name and number of shares being transferred.