Donors should give their account managers the following details:

Awbury Arboretum EIN: 22 2614286
DTC# for Vanguard: 0062
Our Vanguard account number: 10142561
Name on Account: Awbury Arboretum Association

A Donor Advised Fund (DAF) is an easy and tax-efficient way to support our work. If you already have a DAF—through Fidelity Charitable, Schwab Charitable, Vanguard Charitable, a community foundation, or another provider—you can recommend a grant to Awbury Arboretum at any time.

How it works:

Log in to your DAF account.
Search by Awbury Arboretum’s tax ID number (EIN) 22 2614286 if required.

Recommend a grant.
Choose the amount you’d like to give and note any special instructions—for example, if your gift should support a specific program or be made in honor of someone.

Submit your recommendation.
Your DAF sponsoring organization will review the request, then send the funds directly to us.

Let us know your gift is on the way (optional)
Because DAF grants typically do not include donor contact information unless you choose to share it, we encourage you to let us know your gift is on the way. This helps us acknowledge your generosity and keep you connected to the impact you’re making.

Bequests Through Your Will or Living Trust: You may designate Awbury Arboretm in your will or living trust as the recipient of cash, real estate, stock or another asset that you desire by having your attorney add special wording to your will or trust document. You may also leave a percentage of your overall estate to Awbury. To learn more about bequests, please contact Executive Director Sara Stevenson: 215-849-2855 / sstevenson@awbury.org.

The following is suggested bequest language:

I give and bequeath to the Awbury Arboretum Association, Inc. (Tax ID # 22-2614286), a nonprofit charitable organization located in Philadelphia, Pennsylvania, the sum of ______ dollars (or all the rest, residue and remainder of my estate) to be used for its general support.

Easy Beneficiary Designations: Beneficiary designations are easy to make, do not require you to hire an attorney and remain under your control during your lifetime. You can request a beneficiary designation form from the custodian of your IRA account or other retirement plan, life insurance policy, bank account, brokerage account or donor-advised fund. On this form, you’ll name Awbury Arboretum as the beneficiary to inherit a specific asset, like your IRA or insurance benefits.

Retirement Plan Assets: IRA and 401(k) plans are taxed differently than other assets and may carry significant tax liability when passed to heirs. Leaving a percentage of your IRA or 401(k) to Awbury, and other, less tax-vulnerable assets to loved ones, can reduce this liability for your heirs. And, as retirement plan assets pass tax-free to Awbury, 100% of your gift can be used to further the Arboretum’s mission.

Life Insurance Policies: You can name Awbury Arboretum as the full or partial beneficiary of a life insurance policy you no longer need. You can also sign over a fully-paid policy to Awbury and receive a tax deduction for your gift.

Donor-Advised Funds: A donor-advised fund (DAF) is a philanthropic vehicle established at a community foundation, mutual fund company or brokerage firm which allows you to pool your money in one place and decide where to donate it later. By establishing a DAF, donors can make a charitable contribution, receive an immediate tax benefit and recommend grants from the fund over time.

The final distribution of what remains in your donor-advised fund is governed by the contract issued when your fund was created. We hope you will consider naming Awbury Arboretum as a beneficiary when you establish your fund. Or, you may name Awbury as the charitable beneficiary of a portion of the remaining account value, leaving the balance to your heirs.

Real Estate: Giving your property to Awbury is among the most generous legacies you can leave to future generations. A gift of real estate eliminates the costs and responsibilities of ownership, may reduce taxes, and can provide generous financial support for Awbury Arboretum.

Awbury can also accept life estate agreements (which allow owners to gift their homes to ASA now while remaining at home for their lifetimes). After death, the full title of the property automatically transfers to Awbury. Awbury can subsequently sell the land and protect it with a permanent conservation easement.

CD’s, Bank and Brokerage Accounts: Assets like certificates of deposit, bank accounts and brokerage accounts are yet another form a donation can take. By naming Awbury as the payable-on-death or transfer-on-death beneficiary, Awbury will receive the proceeds from a CD, bank or brokerage account when you no longer need them.

Charitable Remainder Trust: A charitable remainder trust may be used to support loved ones and also make a gift to Awbury.

We would be grateful for the opportunity to talk with you about your specific goals.

Awbury strongly recommends that you consult with your attorney, accountant and/ or financial advisor in evaluating which options might be appropriate for you in planning a legacy gift.