Hospice of Marion County

Leave a Legacy to Hospice of Marion County

Leave a Legacy to Hospice of Marion County

Estate Intention Form


This is a confidential record. In order that we may include you in our legacy giving society and properly thank you and acknowledge your gift, please fill out the following information which applies to your future gift of a bequest through your Will or Trust. If you do not wish to answer everything, please feel free to provide what you are comfortable telling us.

If you would prefer to mail or fax this information to us, please print this page and mail it or fax it (352) 843-8956) to us.

I look forward to talking with you about this gift intention. I understand that listing this gift may be an incentive for others to give and I am willing to be publicly acknowledged.

I understand you would like to contact me and I would be happy to discuss this with you but I prefer not to be listed or acknowledged publicly.

My Will/Trust was signed on:

My Will/Trust provides that % shall be bequeathed to Hospice of Marion County Inc through my estate. As of today's date, I estimate that the value of this provision in my estate plan would be approximately $ .

My Will/Trust provides that $ shall be bequeathed to Hospice of Marion County Inc through my estate.

My Will/Trust provides that certain items of real or personal property shall be bequeathed to Hospice of Marion County Inc through my estate. The items are as follows:

As of today's date, I estimate these items to be worth approximately $ .

My Will/Trust indicates that the bequest through my estate is unrestricted.
My Will/Trust directs Hospice of Marion County Inc to use my bequest through my estate for a specific purpose.

The specific purpose is as follows:

I understand that I am not making a legal, or binding, commitment upon my estate by submitting this Estate Intention Form. Further, Hospice should understand that the size of my future gift might be significantly different from the amount estimated above. If for any reason in the future Hospice of Marion County Inc is no longer included in my estate plan, I will notify you so that you can update your records and remove me from the legacy giving society.

Donor:

Phone Number:

Date:

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Return to the Legacy Giving home page or to the Quick Guide to Legacy Gifts.

If you are considering a tax-wise planned gift or changes to your will or trust to include a bequest, we would be delighted to answer any questions or help in any way. Call (352) 873-7400 ext 1771 for a confidential discussion to see how Hospice can fit into your estate planning. You may also email the Planned Giving Director, Beth McCall, CFRE.

Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice, either in whole or in part. 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 Legacy Giving section has been developed for Hospice of Marion County by Future Focus.

Disclaimer registration #: CH1781
A copy of the official registration and financial information may be obtained from the Division of Consumer Services by calling toll-free 1-800-435-7352 within the state or at www.FloridaConsumerHelp.com Registration does not imply endorsement, approval or recommendation by the State.