"My dad has Alzheimer's and we are pleased to send a contribution so that soon others won't be so lost to their families."
E.P., Florida
Gift Planning
Codicil
A Codicil may be added to an existing Living
Trust or Will to Include a charitable bequest
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 the American Health Assistance Foundation. 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.)
________________________________________________
Disclaimer:Please note, individual
financial circumstances will vary. The information on this
site does not constitute legal or tax advice. 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
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