LEGACY OR ENDOWED GIFT

Codicils

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 Ruth Lilly Health Education Center. 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.

For more information or a confidential discussion of your charitable options, please email or call J. Anita Ray, CFRE, Director of Development, at (317) 924-0904.

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 terms of use. The content in this Planned Giving section has been developed for The Ruth Lilly Health Education Center by Future Focus. Please report any problems to section webmaster.