Gift Planning

Adding a Codicil 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 Franciscan Foundation Washington. 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.)

________________________________________________________________

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 for viewing purposes only. Use of this site signifies your agreement with the section terms of use. The content in this Planned Giving section has been developed for the Franciscan Health System and is owned by Future Focus. Please report any problems to section webmaster.