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Legal Name: Textbook & Academic Authors Association

Address: 727 N River Road, Buffalo City, WI 54622

Tax Exempt Status: Textbook & Academic Authors Association is a 501 (c) (3) non-profit organization

Tax ID Number: 59-3013967

Suggested language that you could use to name the Textbook & Academic Authors Association as a beneficiary:

1) Percentage of estate

I give, devise, and bequeath to the Textbook & Academic Authors Association, a non-profit organization (Tax ID #59-3013967) located in Buffalo City, Wisconsin, ____________________ percent (%) of the rest, residue, and remainder of my estate [or trust] as an unrestricted gift to be used at the discretion of the Council of the Textbook & Academic Authors Association for its general purposes.

2) Specific amount

I give, devise, and bequeath to the Textbook & Academic Authors Association, a non-profit organization (Tax ID #59-3013967) located in Buffalo City, Wisconsin, the sum of ____________________ ($ ____________________), free of all estate, inheritance or other succession taxes and free of all expenses of administration, as an unrestricted gift to be used at the discretion of the Council of the Textbook & Academic Authors Association for its general purposes.

3) Beneficiary designation of life insurance policy, retirement plans or financial accounts

Provide your insurance company, administrator of your retirement plan, or your financial institution with the required form and the following language:

"I hereby designate the Textbook & Academic Authors Association, Buffalo City, Wisconsin, a non-profit organization, irrevocable beneficiary of Policy No. ____________________, Plan No. ____________________ , or Account No. ____________________."

Designating the purpose of a gift:

Unrestricted: The most useful type of gift is unrestricted, allowing the funds to be allocated by the Textbook & Academic Authors Association wherever the need is greatest.

Restricted: You may designate your gift to support a program or purpose that reflects your personal or professional interest (for example: TAA Conference Travel Grant or Webinar Program).

These examples include only some of the possible gift opportunities available to you. Be sure to discuss the specific language with your legal, tax and financial advisors.

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