In addition to being one of the simplest ways to distribute your estate, your will can also be a creative vehicle through which to make thoughtful gifts. By naming The Health Trust in your will, you can support the health care needs of the underserved in our community. To encourage bequests, the federal government allows an unlimited estate tax charitable deduction.
The following language can be used in your will or trust to designate a gift to The Health Trust:
“I hereby give to The Health Trust, a California not-for-profit corporation (Tax ID # 94-6050231), the following described property: (description of property or portion of estate bequeathed to The Health Trust).”
You can specify a dollar amount or a certain percentage, or name specific property to be gifted to The Health Trust.
For more information about bequests or other planned gifts, or have already included The Health Trust in your estate plans, please contact firstname.lastname@example.org or call the development office at 408-513-8700.