Our legal and mailing information
Legal name: The Alexander Foundation
EIN (Tax ID): 03-0534249
Address: PO Box 584, Grand Blanc, MI 48439
Email: [email protected]
Sample will and trust language
A percentage of your estate
"I give [____%] of my estate to The Alexander Foundation (EIN 03-0534249), presently located at PO Box 584, Grand Blanc, MI 48439, to be used for its general purposes."
The residue of your estate
"I give all (or [____%]) of the rest, residue, and remainder of my estate to The Alexander Foundation (EIN 03-0534249), presently located at PO Box 584, Grand Blanc, MI 48439, to be used for its general purposes."
A contingent gift
"If any of the above-named beneficiaries do not survive me, I give that beneficiary's share to The Alexander Foundation (EIN 03-0534249), presently located at PO Box 584, Grand Blanc, MI 48439, to be used for its general purposes."
A gift for a specific purpose
"I give [description of gift] to The Alexander Foundation (EIN 03-0534249), presently located at PO Box 584, Grand Blanc, MI 48439, with the preference that it be used for [program or purpose]. If, in the judgment of the Board of Directors, it becomes impossible, impracticable, or undesirable to carry out this preference, the Board may direct that the gift be used for a purpose that most nearly accomplishes my intent."
Without changing your will
You can also support the foundation by naming us as a beneficiary of certain accounts:
- Retirement plans (IRA, 401(k), 403(b))
- Life insurance policies
- Donor-advised funds
- Bank or investment accounts via Payable on Death (POD) or Transfer on Death (TOD)
Ask your plan administrator for a beneficiary form and use the legal name, EIN and address above. You can designate a specific dollar amount or a percentage.
Next steps
- Email us at [email protected] to tell us your goals and request a Word or PDF copy of this language.
- Talk with your advisor to finalize your will, trust or beneficiary forms.
- Optional: share your plans so we can honor your wishes, including recognition or anonymity.
Information on this page is general in nature and not legal or tax advice. Please consult your own advisors.