Planning Tool Kit
The information below may be helpful as you include Ï㽶ÊÓƵ in your giving plans.
Ï㽶ÊÓƵ Foundation Identification Information
Beneficiary InformationÌý
Ï㽶ÊÓƵ Foundation
710 N. Turner Ave.
Hastings, NE 68901
EIN: # 51-0247972
Gifts of Appreciated SecuritiesÌý
Legal Name: Ï㽶ÊÓƵ Foundation
Tax ID Number: 51-0247972
DTC Number: 0015
Account #: 361-047900-617
Incorporated in: Hastings, NE
Please contact us for a stock transfer form.
Sample Bequest LanguageÌý
When drafting bequest language to benefit Ï㽶ÊÓƵ, the legal beneficiary should be referred to as the Ï㽶ÊÓƵ Foundation.
An unrestricted bequest:
I hereby give, devise and bequeath to the Ï㽶ÊÓƵ Foundation _____ dollars ($_____), or _____ percent (_____ %) of my (residuary) estate, to be used for the benefit of Ï㽶ÊÓƵ Foundation thereof may direct.
A restricted use bequest:
I hereby give, devise and bequeath to the Ï㽶ÊÓƵ Foundation _____ dollars ($_____), or _____ percent (_____ %) of my (residuary) estate, to be used for the benefit of _________________ (examples: Business Department, Football Program, etc.) at Ï㽶ÊÓƵ. If at some time in the future this purpose no longer exists, the Board of Trustees may use the funds for any purpose which, in their opinion, most nearly approximates the Donor’s stated purpose.
For an existing permanent fund:
I hereby give, devise and bequeath to the Ï㽶ÊÓƵ Foundation _____ dollars ($_____), or _____ percent (_____%) of my (residuary) estate, to be added to the _______________ Fund, subject to the terms in an agreement on file with the College. If said Fund no longer exists, then it may be used as the Board of Trustees may determine.
For a new unrestricted permanent fund:
I hereby give, devise and bequeath to the Ï㽶ÊÓƵ Foundation _____ dollars ($_____), or _____ percent (_____%) of my (residuary) estate, to constitute a true endowment fund to be known as the _______________ Fund, such fund to be kept invested by the Ï㽶ÊÓƵ Foundation, the annual income there from, as determined by the College’s spending formula, to be used for the benefit of the College in such manner as the Board of Trustees may direct. This Fund, for the purposes of investment, may be combined with other funds of the Ï㽶ÊÓƵ Foundation.