The following is an example of a codicil to an existing living trust or will that enables you to include a charitable bequest. Please Note - this is an example only. Please consult with your attorney.
This is a codicil to my living trust or will dated _____________________.
I give and bequeath the sum of $_____________
[or] the following described property
________________________________________________________
________________________________________________________
[or] ______% of my estate
[or] the residue of my estate
to Hospice of Marion County Inc. In all other respects I confirm my said living trust or will.
Signed: _______________________________
Witnessed By: __________________________
Dated: ________________________________
Options for specifying the purpose of the gift:
Where the need is greatest:
Designated for (fund, program, equipment, building, etc.)
________________________________________________________
Return to Legacy Giving home page or to Bequests.
If you are considering a tax-wise planned gift or changes to your will or trust to include a bequest, we would be delighted to answer any questions or help in any way. Call (352) 873-7400 ext 1771 for a confidential discussion to see how Hospice can fit into your estate planning. You may also email the Planned Giving Director, Beth McCall, CFRE.
Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice, either in whole or in part. Donor stories and photographs are for purposes of illustration only. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Legacy Giving section has been developed for Hospice of Marion County by Future Focus.
Disclaimer registration #: CH1781
A copy of the official registration and financial information may be obtained from the Division of Consumer Services by calling toll-free 1-800-435-7352 within the state or at www.FloridaConsumerHelp.com Registration does not imply endorsement, approval or recommendation by the State.
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