Leave a Legacy to Haven hospice and receive tax benefits while helping

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 (352 379-6286) 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 North Central Florida Hospice Inc d/b/a Haven Hospice 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 North Central Florida Hospice Inc d/b/a Haven Hospice through my estate.

My Will/Trust provides that certain items of real or personal property shall be bequeathed to North Central Florida Hospice Inc d/b/a Haven Hospice 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 North Central Florida Hospice Inc d/b/a Haven Hospice 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, Haven 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 North Central Florida Hospice Inc d/b/a Haven Hospice 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:
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Date:

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

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.

Planned Giving

Estate Intention Form