Bequests
Joe: Anna and I believe our local hospital is truly helping others. It is important to us to partner with the health system to make a difference. That is why we have made several gifts over the years.
Anna: But we wanted to do more than just make gifts. Joe and I have been careful and have been able to save enough for retirement. We plan to be generous with family, but we also have the ability to be generous with charity.
Joe: After talking it over, we decided to leave a bequest in each of our wills. Our attorney took the simple language available from the hospital and included a nice bequest in my will as well as Anna's. We are delighted that we will be helping others through these gifts.
Anna: But we wanted to do more than just make gifts. Joe and I have been careful and have been able to save enough for retirement. We plan to be generous with family, but we also have the ability to be generous with charity.
Joe: After talking it over, we decided to leave a bequest in each of our wills. Our attorney took the simple language available from the hospital and included a nice bequest in my will as well as Anna's. We are delighted that we will be helping others through these gifts.
Is a charitable bequest right for you?
We have resources that will help you learn more about bequests. Click here to review sample bequest language. You will see how easy it is to include a bequest in your will or trust.
You may find it helpful to print this page and the bequest language page to review with your attorney, accountant or other advisor. If you or your advisors would like more information about charitable bequests, please contact us. We would be happy to assist you.
*Please note: The names and image above are representative of typical donors, not actual donors. Since your benefits may be different, you may want to click here to personalize an example of your benefits.
