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Charitable Bequest

A charitable bequest is one of the easiest and most flexible ways to leave a gift with long-lasting impact to Summa Health System.

Charitable Bequest
Property
Donor's Family
Summa Health
Charity image

Benefits of a bequest

  • You receive an estate tax charitable deduction.
  • You reduce the burden of taxes on your family.
  • You leave a lasting legacy at Summa Health.

How a bequest works

A bequest is one of the easiest giving vehicles available. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or Summa Health System as part of your estate plan, or you can make a bequest using a beneficiary designation form.

Here are some of the ways to leave a bequest to Summa Health System

A bequest may be made in several ways

  • Percentage bequest - make a gift of a percentage of your estate.
  • Specific bequest - make a gift of a specific dollar amount or a specific asset.
  • Residual bequest - make a gift from the balance, or residual, of your estate.
Click here to review sample bequest language.

Contact us

If you have any questions about leaving a bequest to Summa Health, please contact us. We would be happy to assist you. If you have been so generous as to include a bequest to Summa Health System as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity.

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