NOTE: For all gifts of stock, IRA rollovers, and planned giving, PennFuture’s legal name is “Citizen’s for Pennsylvania’s Future.” Our EIN# is 31-1607866, and our mailing address is 610 N. Third St. Harrisburg, PA 17101.
Also known as a planned gift, a charitable bequest is simply a gift made through your will. Where there is a will, there is a way. Bequests give you the opportunity to leave a lasting legacy in support of our future.
When you make a charitable bequest, you retain full use of your property during life, so there is no disruption of your lifestyle and no immediate out-of-pocket cost. You can become a member of our Jim and Sandy Jones Legacy Society by putting PennFuture in your will. This is an incredibly meaningful gift to make at whatever level and we can walk you through it if you like. (If you don’t have a will, www.freewill.com is an easy, and free, resource for creating one.)
Because all planned gifts represent an expression of a lifetime commitment to PennFuture, these gifts can come in a variety of forms. One example is designating PennFuture as the beneficiary of your life insurance policy.
You don’t have to be a millionaire to make a planned gift, you only need a will. There is no minium level of participation to be a part of our Legacy Society. Our contact information is at the bottom of the page.
However you choose to invest in our future, your investment in PennFuture will make a difference.
This is a fast and simple process which can be done through an electronic transfer, or certificates can be donated through the mail.
PennFuture has two accounts available to receive donations of securities. To make an electronic transfer of stock, your broker will need the following information to do so:
Brokerage: Fulton Financial Advisors
DTC #: #0901 Bank of NY
Acct Name: Fulton Bank, NA, FFA Div Trust
Acct #: 092651
For final credit to: PennFuture
Contact information: Peter Reitmeyer, CAP®
Vice President, Relationship Manager-Nonprofit Services
preitmeyer@fultonbank.com (610) 918-8828 Ext. 18820
OR
Samantha Kemmler, Relationship Manager-Nonprofit Services, skemmler@fultonbank.com 717-672-2003 Ext. 12003.
Brokerage: NFS, LLC
DTC #: #0226
Acct Name: National Financial Services LLC
Acct #: J7M-112973
For final credit to: Citizens for Pennsylvania’s Future
Contact information: Signature Financial Planning, info@signaturefp.com, or (412) 390-2800.
You will also need to provide the following:
1. Your name and mailing address
2. Type of stock
3. Number of shares
We recommend that you contact us to confirm the transfer. When you provide us this information, especially your name and address, we can personally thank you and send a tax receipt.
Additionally, you may choose to mail the unendorsed certificate and a signed stock power, separately, to the following address:
PennFuture
Attn: M. Travis DiNicola
610 N. Third St.
Harrisburg, PA 17101-1113
Legal name and address to use:
Citizens for Pennsylvania’s Future
610 N. Third St.
Harrisburg, PA 17101-1113
Tax ID (EIN) Number: 31-1607866
Upon receipt of your gift, PennFuture liquidates the securities so as to be able to immediately put these funds to use to support our mission. If you are interested in PennFuture’s own investment policies, please see below for more information:
Fulton Financial Advisors
Signature Financial Planning
We’re here to help! For questions and/or to notify us of your generous gift, please contact M. Travis DiNicola, Director of Development, at 717-214-7924 or dinicola@pennfuture.org, or Susanne Whitehead at 215-545-9681 or whitehead@pennfuture.org