A Gift in Your Will or Living Trust
Ready to start planning today? View and download your FREE copy of A Guide to Making Your Will: Direct Your Assets to the People and Causes You Care About Most.
View my guideInterested in helping Edward Hospital but feel overwhelmed by the thought of writing another check or giving up your assets today? A simple, flexible and versatile way to ensure we can continue our work for years to come is a gift in your will or living trust, known as a charitable bequest.
By including a bequest to Edward Hospital in your will or living trust, you are ensuring that we can continue supporting Edward Hospital for years to come.
If you are interested in leaving a gift to the Edward Foundation in your estate, notify the Foundation by completing the Letter of Intent for Estate Gift.
Check out this potential scenario
When Tom and Martha got married, they made a point to put together a will to protect their assets. They both loved Edward Hospital and decided to include a bequest of $75,000 to the Edward Foundation in their will.
As Tom and Martha's family grew to include three children, they decided to revise their gift to ensure their children's future financial security. They met with their attorney and simply revised the bequest language so that their gift to Edward Hospital was now a percentage of their estate instead of a specific amount. Tom and Martha now rest easy knowing when they die, their plans will provide for the people and charitable work they love.
See How It Works
Learn How to Fund It
You can use the following assets to fund a bequest:
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.