Planned giving offers a unique opportunity to leave a significant legacy to Whitman-Walker Clinic and help ensure that we are able to provide vital health care services to the community. Planned giving instruments can also assist you in increasing your own cash, help you sell assets tax-free, protect your loved ones from unwanted taxes, or greatly reduce your estate taxes.

If you would like to discuss the benefits of various types of planned giving instruments to see which may best fit your needs, please contact:

Austin T. Williams, III
First Vice President, Private Wealth Management
SunTrust Bank
703.442.1638
austin.williams@suntrust.com
*SunTrust is Whitman-Walker Clinic’s Bank of Choice

If you need assistance in drafting a will or other related legal documents, please contact one of the following:

Michele Zavos, Esq.
Michele Zavos Law Group PLLC
301.562.8220
mzavos@zavoslawgroup.com
www.zavoslawgroup.com
Jurisdictions: DC, MD, VA

J. Max Barger, Esq.
Lawrence S. Jacobs & Associates, P.C.
301.738.8220
jmb@lsjlaw.com
www.lsjlaw.com
Jurisdictions: MD, VA

Sue Silber, Esq.
Silber, Perlman, Sigman & Tilev, P.A.
301.891.2200
silber@sp-law.com
Jurisdictions:  DC, MD, VA

Erica Gloger, Esq.
West & Feinberg, P.C.
301.951.1500
egloger@wflaw.com
www.westfeinberg.com
Jurisdictions: DC, MD, NY

Margo B. Owen, Esq.
Margo B. Owen, Attorney and Counselor at Law
703.352.8885
mb.owen@verizon.net
www.margobowenlaw.com
Jurisdiction: VA

If you’ve included Whitman-Walker Clinic in your will, living trust or estate plan, please let us know. We would like to ensure that you are included in the activities and privileges of the Whitman-Walker Society.

Im Senephimmachack
Deputy Director of Development
202.797.3529
imswwc.org

Sample Bequest Language

Unrestricted Gift (preferred)

“I give and bequeath to Whitman-Walker Clinic, a Washington, DC non-profit corporation whose address is 1701 14th Street, NW, Washington, DC 20009, the sum of $____________ (or ________% of the rest, residue and remainder of my estate) to be used for the general operations of Whitman-Walker Clinic.

Gift for a Specific Program, Service or Site

“I give and bequeath to Whitman-Walker Clinic, a Washington, DC non-profit corporation whose address is 1701 14th Street, NW, Washington, DC 20009, the sum of $____________ (or ________% of the rest, residue and remainder of my estate) to be used for the purpose of ______________________.

If Whitman-Walker Clinic reasonably determines that literal compliance with this purpose is impractical or impossible, then Whitman-Walker Clinic may use these funds for its general operations, giving particular consideration to my special interest as described above.”

Sample will clauses should only be used as a guideline. We highly recommend that you consult with an attorney when crafting binding legal documents.  Please reference the above listing if you need an attorney.

You may also need some additional information about Whitman-Walker for your documents. Our legal name is Whitman-Walker Clinic Inc. We are a federally tax-exempt organization and classified as a public charity under sections 501(c)(3), 509(a)(1) and 170(b)(1)(A)(iii) of the Internal Revenue Code to which contributions may be deductible for federal estate tax purposes under Section 2055(a)(2) of the Internal Revenue Code.  Our federal tax identification number is 52-1122122.