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PLANNED GIVING HOME |
Codicils
Adding a codicil to an existing will or living trust to include a charitable bequest is a simple process. Please check with your legal advisors as this is an example.
This is a codicil to my 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 Benedictine Health Foundation. In all other respects I confirm my said 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.)
________________________________________________
The Benedictine Health Foundation's staff will gladly work with your legal advisor or estate planner to help you create the best plan for your gift.
