Planned Giving
Facts for Advisers
Wills and Trust Language
Bequest language that can be used in a gift by will or living trust:
I give and bequeath to Volunteers of America, Inc., a not-for-profit corporation organized under the Laws of the State of New York, 1660 Duke Street, Alexandria, VA 22314.
To make a cash bequest:
the sum of $_________ to be used by Volunteers of America, Inc., for its general purposes.
To give a percentage of the estate:
_______ percent of my estate to be used by Volunteers of America, Inc., 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 Volunteers of America, Inc., 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 Volunteers of America, Inc., for its general purposes.
Please call Barbara Draughon at (703) 341-5000 if you have any additional questions.
Contact Information
Volunteers of America
1660 Duke Street
Alexandria, VA 22314
(703) 341-5073
Fax: (703) 341-7000
Securities Transfers
DTC Number: 0221
Account Number: AX21740
Taxpayer ID Number: 13-1692595
Our Broker:
UBS Financial Services
Earle Dodd
Phone: (404) 760-3200
Fax: (404) 760-3261
Please telephone our office if your client is transferring shares to Volunteers of America. We need to know the name and numbers of shares being transferred.
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