Sample Bequest Language
Thank you for considering the Ministry of OSF in your estate plans. You may designate your bequest to support any program or facility within OSF HealthCare through the OSF HealthCare Foundation. Please CONTACT US if you need assistance or more information on your designation choice. If the stated use of your gift becomes impossible or impractical, the Board of Directors of the OSF HealthCare Foundation is committed to using your gift in an area that most closely matches the original intent of your bequest.
1. BEQUEST OF CASH
"I bequeath the sum of $________________ to the OSF HealthCare Foundation (FEIN: 37-1259284)."
OR
"I bequeath the sum of $________________ to the OSF HealthCare Foundation (FEIN: 37-1259284) to support _______________________ (name hospital or program)."
2. BEQUEST OF A PERCENT OF THE ESTATE
"I devise and bequeath ________% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to the OSF HealthCare Foundation (FEIN: 37-1259284)."
OR
"I devise and bequeath ________% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to the OSF HealthCare Foundation (FEIN: 37-1259284) to support __________________ (name hospital or program)."
1. BEQUEST OF CASH
"I bequeath the sum of $________________ to the OSF HealthCare Foundation (FEIN: 37-1259284)."
OR
"I bequeath the sum of $________________ to the OSF HealthCare Foundation (FEIN: 37-1259284) to support _______________________ (name hospital or program)."
2. BEQUEST OF A PERCENT OF THE ESTATE
"I devise and bequeath ________% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to the OSF HealthCare Foundation (FEIN: 37-1259284)."
OR
"I devise and bequeath ________% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to the OSF HealthCare Foundation (FEIN: 37-1259284) to support __________________ (name hospital or program)."
Naming OSF HealthCare Foundation to support any area of the OSF Ministry
as a beneficiary on your life insurance policy or retirement asset such as an IRA,
is an easy way to create a legacy gift without the expense of changing your Will.
Please contact the Office of Planned Giving for more information.
(309) 566-5653 or toll free (877) 574-5678.
OSF HealthCare Foundation is happy to share this information however does not provide tax or legal advice. We encourage you to contact your legal counsel for specific direction regarding your individual Will and/or estate plans.
as a beneficiary on your life insurance policy or retirement asset such as an IRA,
is an easy way to create a legacy gift without the expense of changing your Will.
Please contact the Office of Planned Giving for more information.
(309) 566-5653 or toll free (877) 574-5678.
OSF HealthCare Foundation is happy to share this information however does not provide tax or legal advice. We encourage you to contact your legal counsel for specific direction regarding your individual Will and/or estate plans.
