Sample Bequest Language
Please note that gifts of this nature should be carefully considered in relation to your comprehensive financial and estate plans. We strongly recommend that you consult an attorney in the preparation of your will and to supervise its execution so as to comply with your state requirements. The following are examples for illustration only.
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When including a bequest provision in your will, always use the full legal name and provide the federal taxpayer identification number.
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Our full, legal name is: "North Central Florida Hospice Inc d/b/a Haven Hospice."
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Our federal taxpayer identification number is: 59-2490893.
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For written information about bequest arrangements, please download our PDF brochure, Haven Hospice Bequest Arrangements.
Bequests for Unrestricted Purposes
Unrestricted gifts are to be used for the greatest need at the time to
be determined by the Board. A general unrestricted bequest is especially
valued by us.
- For a bequest of securities, the possible language is: "I give to North Central Florida Hospice Inc d/b/a Haven Hospice all of my shares of XYZ stock or mutual fund to be used for the benefit of Haven."
- For a bequest of cash, the possible language is: "I give to North Central Florida Hospice Inc d/b/a Haven Hospice (percent) of my estate, or (percent of the rest, residue and remainder) of my estate to be used for the benefit of Haven."
If you want to specify the exact amount of the intended gift, the possible language is: "I give to North Central Florida Hospice Inc d/b/a Haven Hospice the sum of (Amount) to be used for the benefit of Haven."
- Possible language is: "I give to North Central Florida Hospice Inc d/b/a Haven Hospice (percent) of my estate, or (percent of the rest, residue and remainder) of my estate to be used for the benefit of Haven."
Contingent Bequest
A contingent bequest takes effect only if the primary intention cannot
be met (e.g. if the primary beneficiary does not survive the donor). This
ensures that property will not be distributed to unintended beneficiaries.
- Possible language is: "If (name of primary beneficiary) does not survive me, or shall die during the administration of my estate, or as a result of a common disaster, then I give to North Central Florida Hospice Inc d/b/a Haven Hospice all of the rest, residue, and remainder of my estate, to be used for the benefit of Haven."
Bequests for Restricted Purposes
If you would like to honor a family member, a special person or provide
support for a specific program or department that was meaningful to you,
then you can designate your bequest specifically for that purpose. You
simply use any form of the possible language included above, and replace
"to be used for the benefit of [ insert purpose or intent ]" with the
specific designation. Often specific guidelines govern the use of these
types of funds. Therefore, we recommend that you contact us to discuss
your restricted gift. We are here to help you as you plan.
If you already have a will
A codicil is a written change or amendment to a will. Click
here for a printable copy of what a codicil would look like. Please
remember to consult your attorney to make sure you are properly advised.
Thank you for remembering Haven. Return to Bequests.
We would like to help make certain your intentions are executed accordingly. For more information about the importance of having a will, please email or call the Vice President of Development, Sharon A. Jones, at 352 379-6226. We are happy to answer questions and offer suggestions confidentially based on your personal circumstances.
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 Gift Planning section has been developed for Haven Hospice by Future Focus. Please report any problems to section webmaster.