Advisors Guide for Planned Giving

Planned Giving Guide

Gifts from Wills and Trusts:

When making a charitable gift to a nonprofit organization, it is vital the legal name of the charity, city and other identifying details be used. To name Bottomless Closet in your will or trust please use the following suggested language:

Sample Bequest Language

I hereby give, devise and bequeath to , or its successors in interest, with offices at New York, NY, federal tax ID 13-4037622, the sum of $X (amount written out), exclusive of my lifetime donations, if any, to be used for Bottomless Closet's most urgent priorities as determined by its board of directors in their sole discretion.

Gifts of Appreciated Securities

• Broker Name: J.P. Morgan Securities LLC
• Crest# 5KKAV. Euroclear# 90014.
• Account Name: Bottomless Closet
• Account Number: 92081755
• DTC Number: 0352
• Tax ID: 13-4037622

Incoming Wire Transfers

• JPMorgan Chase
• One Chase Plaza
• New York, NY 10005
• ABA: 021 000 021
• Account Number: 066001633
• Account Name: JPMS LLC
• Further Credit To: 92081753
• Further Credit To: Bottomless Closet

Beneficiary Gifts From Retirement Plans, Life Insurance, Brokerage Accounts or Any Other Plan With a Beneficiary Designation:

Please contact your plan provider for a change of beneficiary form. Once you have filled out the form, please send a copy to Yvonne Cassidy, Development Director at ycassidy@bottomlesscloset.org

Legal name: Bottomless Closet
Tax ID number: 13-4037622
Address: 1 West 34th Street, Fifth Floor
New York,  NY  10001

Note To Attorneys, Accountants and Other Professional Advisors:

Thank you for helping your client with their charitable planning. As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.

We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients' philanthropic objectives into wellcrafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.

If you have any questions or concerns, please call or email ycassidy@bottomlesscloset.org.

Disclosure: This information is not intended as legal advice. For more specific advice, please consult your attorney or financial adviser.