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Planned Giving
Codicil
Adding a Codicil to an Existing Will
to Include a Charitable Bequest
Note - this is an example only. Please consult with your attorney.
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 Sheppard Pratt Health System. 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.)
________________________________________________
Sheppard Pratt Health System
Office of Philanthropy
Marguerite O. Kelley, Director of Major Gifts and Planned Giving
410-938-4018
For more
information, email mkelley@sheppardpratt.org