Change Lives Without Touching Your Income
A Planned Gift: A Worry-Free Solution
There's another way to give besides writing a check—known as planned giving—that can help you meet your financial goals. Planned gifts, which are donations made through your long-term estate or financial plans, have two main benefits:
- They are generally deferred until after your lifetime, so your current income or assets aren't affected.
- With many planned gifts, you have the right to change your mind at any time throughout your lifetime.
|Quiz: Making a Planned Gift Work for You|
The easiest and most popular way to support Tallahassee Memorial HealthCare while putting your family's current financial needs first is to include a gift in your will or revocable living trust, which is called a bequest. You can leave us a percentage of your estate—1 to 100 percent—so that no matter how the size of your estate changes over the years, gifts to your family and charities remain proportionate.
It takes as little as one sentence—known as bequest language—in your will or trust to complete your gift. And that one sentence has the power to support Tallahassee Memorial HealthCare for years to come.
The official bequest language for Tallahassee Memorial HealthCare Foundation, Inc., is:
"I, [name], of [city, state, ZIP], give, devise and bequeath to Tallahassee Memorial HealthCare Foundation, Inc., [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."
If you have questions about remembering us in your will or trust, contact Paula S. Fortunas at 850-431-5752 or email@example.com.
|Don't have a will? Download our free guide to get started.|
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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.