Wills, Trusts and Bequests
The following are suggested forms of bequests that may be used:
I give and bequeath ______ or _______ % to Shriners Hospitals for Children, a corporation, for the use and benefit of all of its locations, or its successors in interest.
Bequest of residue
I give, bequeath and devise all of the rest, residue and remainder of my estate, whether real or personal, and wherever situated, to Shriners Hospitals for Children, a corporation, for the use and benefit of all locations or to its successors in interest.
Bequest to a specific location
I give and bequeath to Shriners Hospitals for Children, a corporation, for the use and benefit of its (named) location, or to its successors in interest.
Devise of real estate
I give and devise to Shriners Hospitals for Children, a corporation, or to its successors in interest, all that certain parcel of real property described as hereinafter set forth; (here describe the real property)
Designation of Beneficiary for Life Insurance Policies or Pension Plans (IRA, Retirement Savings Plans, etc.)
(To be furnished to insurance company or plan administrator on their form)
I hereby designate Shriners Hospitals for Children, a corporation, beneficiary of Policy No. _________ or _______ plan.
For more information, please contact our Planned Giving department, email@example.com or 813-367-2241.
Once you have decided to make a future gift to Shriners Hospitals for Children that will make an impact after your lifetime, we invite you to be a member of the Dream Makers Legacy Society.
As a member, you share a vision and a demonstrated commitment to the future of Shriners Hospitals for Children. You make the dream of receiving quality care a reality for children with neuromusculoskeletal conditions, severe burns and other special health care needs.
If you have already included Shriners Hospitals for Children in your Estate Plan and would like to be a member of the Dream Makers Legacy Society, please contact: Bob Hawkes, BHawkes@shrinenet.org, 813.367.2794.
Distributions from estates and trusts
All distributions received from a donor’s estate or trust are added to the endowment fund for Shriners Hospitals for Children, unless otherwise restricted, and the income is used to operate our hospitals. In this way we can be assured that there will always be funds to operate our hospitals, and our benefactors can be assured that their bequest will be a continuing memorial supporting their philanthropic wishes.
Federal estate tax laws
Federal estate tax laws encourage charitable bequests by allowing an estate tax deduction for the full value of charitable gifts. No limit is placed on the amount that can be left to charity and deducted from your estate. After providing for family and friends, many people will specify that all or a portion of their estate be distributed to Shriners Hospitals for Children. Those who give may be eligible for the Shriners Hospitals for Children Donor Recognition Program and its many levels of appreciation.
Will or legal agreement
A will or other legal agreement (such as a trust) may be needed to guarantee that your estate plan is carried out as you intended. Without such arrangements, your property will be distributed according to state law, regardless of your intentions or the special needs of your surviving loved ones.
The best way to make a charitable bequest through your will or trust depends on a number of factors, including your assets and family considerations. Without cost or obligation, Shriners Hospitals for Children will provide you and your legal and tax advisors with general information as to how you can make a bequest.
Please confer with your own attorney and tax advisor to determine the tax benefits of a planned gift. Please call the Office of Development at Shriners Hospitals for Children at 800-241-4438 with any other questions you may have.
For more information
For more information on supporting Shriners Hospitals for Children through a planned gift, please contact the Planned and Major Gift Office at 813-367-2241 or by email at firstname.lastname@example.org. Shriners Hospitals for Children is a fully qualified 501(c)(3) charitable organization under IRS regulations. Donations are tax-deductible to the fullest extent provided by law.
DO YOU HAVE QUESTIONS ABOUT DOCUMENTING YOUR GIFT? I’D LIKE TO HELP.
Shriners Hospitals for Children
2900 Rocky Point Drive
Tampa, FL 33607
© Shriners Hospitals for Children and The Stelter Company. Information contained herein was accurate at the time of printing. The information in this publication is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. If you do not wish to receive any further fundraising communication, or even just a speciﬁc type of planned giving communication, from Shriners Hospitals for Children, please contact us by email at email@example.com or toll free at 866-954-1576 to opt out.