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Please note that gifts of this nature should be carefully
considered in relation to your comprehensive financial and estate
plans. We strongly recommend that you consult an attorney in the
preparation of your will and to supervise its execution so as to
comply with your state requirements.

"A charitable gift to McLeod can help the viability of the
hospital, and help the families and the communities it serves."
-Frank J. "Buddy" Brand II
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The following are examples for illustration only.
- When including a bequest provision in your will, always use
the full legal name and provide the federal taxpayer identification
number.
- Our full, legal name is: "McLeod Health Foundation."
- Our federal taxpayer identification number is: 57-0818672.
Bequests for Unrestricted Purposes
Unrestricted gifts are to be used for the greatest need at the time
to be determined by the Board. A
general unrestricted bequest is especially valued by us.
- For a bequest of securities, the possible language is:
"I give McLeod Health Foundation all of my shares of XYZ stock
or mutual fund to be used for the benefit of McLeod Health Foundation."
- For a bequest of cash, the possible language is: "I
give to McLeod Health Foundation the sum of (Amount) to be used
for the benefit of McLeod Health Foundation."
If you do not want to specify the exact amount or nature of the
intended gift, perhaps because the size of the future estate is
difficult to estimate, a proportional bequest is often the best
way to accomplish your goals. We would receive a percentage of the
estate or the residue of the estate, after all other provisions
have been met.
- Possible language is: "I give to McLeod Health Foundation
(percent) of my estate, or (percent of the rest, residue and remainder)
of my estate to be used for the benefit of McLeod Health Foundation."
Contingent Bequest
A contingent bequest takes effect only if the primary intention
cannot be met (e.g. if the primary beneficiary does not survive
the donor). This ensures that property will not be distributed to
unintended beneficiaries.
- Possible language is: "If (name of primary beneficiary)
does not survive me, or shall die during the administration of my
estate, or as a result of a common disaster, then I give to McLeod
Health Foundation all of the rest, residue, and remainder of my
estate, to be used for the benefit of McLeod Health Foundation."
Bequests for Restricted Purposes
If you would like to honor a family member, a special person
or provide support for a specific program or department that was
meaningful to you, then you can designate your bequest specifically
for that purpose. You simply use any form of the possible language
included above, and replace "to be used for the benefit of
[ insert purpose or intent ]" with the specific designation.
Often specific guidelines govern the use of these types of funds.
Therefore, we recommend that you contact us to discuss your restricted
gift. We are here to help you as you plan.
If you already have a will
A codicil is a written change or amendment to a will. Click
here for a printable copy of what a codicil would look like.
Please remember to consult your attorney to make sure you are properly
advised.
Thank you for remembering McLeod Health Foundation. Click here
to return to Wills and Bequests.
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