
Please let us know if you are including Spotlight PA in your plans, so we can help ensure that you have the most up-to-date and accurate information necessary and that your donation will be used in the exact way that you wish. This will also allow us to plan ahead as an organization. Please contact Sean O’Riordan at soriordan@spotlightpa.org.
What exactly is “Planned Giving?”
- Bequests – Designating that a portion of your estate will be distributed to one or more organizations in a charitable manner. This can be a flat sum, a percentage of your estate, etc. This is the most common and simplest form of planned giving.
- Life Insurance – This is as simple as adding an organization as a beneficiary to your existing life insurance policy.
- IRA/Retirement Accounts – Much like with life insurance, you can add an organization as the beneficiary of your retirement accounts such as an IRA or a 401(k).
Share Your Plans
For Professional Advisors
Please feel free to contact us directly for information or assistance on a confidential basis. We’re happy to work with you and your clients to develop a plan.
Contact Us
For more information, contact us via email at membership@spotlightpa.org.
Legal Language and Tax ID
For all legal purposes, please refer to our organization as:
Spotlight PAPO Box 11728
Harrisburg, PA 17108-1728
Tax ID#: 92-0577182
Spotlight PA is an independent 501(c)(3) organization as recognized by the IRS. Proof of tax-free status can be provided upon request.
Need Sample Language?
For an unrestricted gift that allows Spotlight PA to determine how to use the funds based on the most pressing needs, use the following language for your will and/or trust:
“I give to Spotlight PA, a nonprofit corporation (Tax ID#: 92-0577182), _________ [written amount or percentage of the estate or description of property] for its unrestricted charitable use and purpose.”
If you are interested in designating your provision for a particular project or aspect of our work, please contact us in advance so we can ensure it is directed properly. Notifying us of your plans will enable us to plan for the use of your future gift.