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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

 

Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. 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 Sheppard Pratt Health System and is owned by Future Focus. Please report any problems to section webmaster.