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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 well-crafted estate plans. Furthermore, we encourage prospective donors to consult with their financial advisors before making decisions based on information we provide.
Please feel free to contact us directly for information or assistance on a confidential basis.
Legal Name: Special Olympics, Inc., (national headquarters)
Tax I.D. Number: 52-0889518
Incorporated In: Washington, DC
To make a bequest to Special Olympics, Inc., we recommend the following language:
"I give, devise and bequeath_____percent of the rest, residue and remainder of my estate (or the sum of $____) to Special Olympics, Inc., Washington, DC, for its unrestricted use and purpose.”
Or, to benefit a local Special Olympics chapter affiliate:
"I give, devise, and bequeath ____% of the rest, residue, and remainder of my estate (or sum of dollars $____) to Special Olympics (insert local chapter affiliate name here along with their city, state), for its unrestricted use and purpose."
In order for a donor to make a donation of appreciated securities, the donor should provide their broker or financial advisor the following wiring instructions:
|Broker’s Name:||UBS Financial Services, Inc.|
|Donee Account Title:||Special Olympics International|
|Donee Account Number:||MV 56827 MW|
|Broker Contact Name:||Michael Massie, Jackie Mills|
|Broker Contact Number:||(703)734-8411, (703)734-8421|
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