In your work as a professional adviser, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to The National Roofing Foundation (DBA The Roofing Alliance).
We understand planned gifts can be an important part of your clients’ overall financial and estate plans. That’s why we are committed to working with you to ensure your clients find the charitable arrangements that best meet their needs. We believe planned giving is a process that ideally involves the donor, professional adviser and our gift-planning staff—all working together to arrange the best gift possible.
Please use the following tools and draft language to help your clients with their charitable plans, and feel free to contact Alison LaValley, NRCA’s vice president of strategic partnerships and development, at (800) 323-9545, ext. 7573, or email@example.com for more information.
Tools for professional advisers
Legal name: The National Roofing Foundation
Status: Charitable, Nonprofit 501 (c)(3)
Federal Tax ID Number: 36-2934435
Incorporated on: May 18, 1970
Sample draft language
“I give, devise and bequeath _____ % of what remains of my estate (or $ _____) to The National Roofing Foundation (DBA The Roofing Alliance), a charitable organization with national offices at 10255 W. Higgins Road, Suite 600, Rosemont, IL 60018.”