Planned Giving Resources

Bequest

No other planned gift is as simple to make or as easy to change, should you ever need the assets during your lifetime. If you want to make a gift that gives you flexibility and continued access to your wealth, bequests may be right for you.

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Estate Planning

Very few people wake up in the morning and wish they could spend the day working with their attorney to create an 'estate plan'. However, creating (or updating) a plan is among the most important things you can do. If you don't have a will or living trust, the state will impose a distribution plan for you, which may or may not match your wishes.

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Advisor Resources

If you are advising a client who is considering a planned gift or bequest to The Foundation of the Pennsylvania Medical Society, we welcome the opportunity to work with you in helping your client.

Please use the below resources and tools and feel free to contact us any time for further information or assistance on a confidential basis.

Here is some basic information about our organization:

Legal Name

All charitable gifts should be directed to "The Foundation of the Pennsylvania Medical Society, 400 Winding Creek Blvd., Mechanicsburg, PA 17050-1885, a Pennsylvania 501(c)(3) tax-exempt, charitable organization, or its successor, Federal Tax Identification Number: 37-1732501.

Tax I.D. Number

The Foundation of the Pennsylvania Medical Society's Tax ID number is 37-1732501.

Consistent with safeguarding its own interests, The Foundation of the Pennsylvania Medical Society tries to make arranging a gift for the organization's benefit as easy as possible, and we strive to honor the intentions of all our donors.

If one of your clients arranges an estate gift for the benefit of The Foundation, we would very much appreciate knowing about the gift, both so we can express our sincere gratitude and - as noted above - so we can make sure we will be able to fulfill the donor's wishes.

To notify The Foundation of the Pennsylvania Medical Society that an estate gift has been arranged for its benefit, please fill out our online form or print and mail this form to: 400 Winding Creek Blvd., Mechanicsburg, PA 17050-1885
Contact us to discuss a potential - or hypothetical - gift situation or to request a gift illustration.

Thank you for the work you do on behalf of our donors!