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 Hospice of Marion County Inc. 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.

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.