Santa Rosa Memorial Hospital's Bequest Language
Types of Bequests
There are a number of ways you can make a bequest.
Percentage Bequest. Another kind of specific bequest involves leaving a specific percentage of your overall estate to charity. For example, you may wish to leave 10% of your estate to the hospital.
Residual Bequest. A residual bequest is made from the balance of an estate after the will or trust has given away each of the specific bequests. A common residual bequest involves leaving a percentage of the residue of the estate to charity. For example, you may wish to leave 30% of the residue of your estate to Santa Rosa Memorial.
Contingent Bequest. A contingent bequest is made to charity only if the purpose of the primary bequest cannot be met. For example, you could leave specific property, such as a vacation home, to a relative, but the bequest language could provide that if the relative is not alive at the time of your death, the vacation home will go to Santa Rosa Memorial.
Bequest Benefits
Bequest Language
In order to make a bequest, you should speak with your attorney. Your attorney can help you include a bequest to Santa Rosa Memorial Hospital Foundation in your estate plan. We have provided some basic bequest language to assist you and your attorney.
The bequest language shown is for bequests to Memorial Hospital. However, if you would like to remember either Petaluma Valley Hospital or Hospice Services of St. Joseph in your estate plans, you can simply substitute the appropriate name for that of Santa Rosa Memorial Hospital.
The tax ID for Santa Rosa Memorial Hospital Foundation is 81-4791043. Petaluma Valley Hospital's tax ID is 85-2390012 and Hospice Services' Tax ID is 68-0331084.
1. Specific Bequest
If you are considering making an outright bequest to Santa Rosa Memorial Hospital Foundation, we recommend the following language:
I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to Santa Rosa Memorial Hospital Foundation, a nonprofit organization located at 101 Brookwood Ave., Suite 202 Santa Rosa, CA, 95404, Federal Tax ID #81-4791043 , for Santa Rosa Memorial Hospital Foundation's general use and purpose.
Bequest of Specific Personal Property
I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to Santa Rosa Memorial Hospital Foundation, a nonprofit organization located at 101 Brookwood Ave., Suite 202 Santa Rosa, CA, 95404, Federal Tax ID #81-4791043, for Santa Rosa Memorial Hospital Foundation's general use and purpose.
Bequest of Specific Real Estate
I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to Santa Rosa Memorial Hospital Foundation, Federal Tax ID #81-4791043, for Santa Rosa Memorial Hospital Foundation's general use and purpose.
If you are considering making a bequest of a percentage of your estate to Santa Rosa Memorial Hospital Foundation, we recommend the following language:
Restricted Bequests
If you are considering a bequest but would like to ensure that your bequest will be used for a specific purpose, please let us know. We would be happy to work with you and your attorney to help you identify ways to give and meet your charitable objectives. We will also work with you and your attorney to craft language to accomplish your goals.
If you are making a restricted bequest, we recommend that your attorney include the following provision to give Santa Rosa Memorial Hospital Foundation flexibility should it no longer be possible for our Santa Rosa Memorial Hospital Foundation to use your gift as you originally intended:
Contact Us
Please contact us if you have any questions about how to make a bequest to Santa Rosa Memorial Hospital Foundation or to request any additional information that might be helpful to you and your attorney as you consider making a bequest to us.
If you have included a bequest for Santa Rosa Memorial Hospital Foundation in your estate plan, please contact us to let us know. We would like to thank you and recognize you for your generosity by including you in the Al and Helen Maggini Legacy Society.