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How to Include a Charitable Bequest in Your Estate Plan
If you are considering making a charitable bequest through your Will or Living Trust, here are some sample provisions to use as examples. Our Planned Giving Department is also prepared to assist you and your attorney in developing specific language to achieve your desires. Please call toll-free 770-909-2611 if you have any questions or need assistance.

Bequest Language Examples

  • Unrestricted Specific Bequest
    I give to Southern Regional Medical Center Foundation, a Georgia non-profit organization, tax identification #58-1983516, located at 11 Upper Riverdale Road, S.W., Georgia, GA 30274, the sum of (dollar amount) for its general corporate purposes.
  • Unrestricted Percentage Bequest
    I give to Southern Regional Medical Center Foundation, a Georgia non-profit organization, tax identification #58-1983516, located at 11 Upper Riverdale Road, S.W., Georgia, GA 30274, ___ % of the rest and residue of my estate for its general corporate purposes.
  • Unrestricted Residual Bequest
    I give, bequeath and devise the rest and residue of my estate to Southern Regional Medical Center Foundation, a Georgia non-profit organization, tax identification #58-1983516, located at 11 Upper Riverdale Road, S.W., Georgia, GA 30274, for its general corporate purposes.
  • Restricted Use Bequest
    I give to Southern Regional Medical Center Foundation, a Georgia non-profit organization, tax identification #58-1983516, located at 11 Upper Riverdale Road, S.W., Georgia , GA 30274, the sum of (dollar amount) for (specify how the gift is to be used). Note: It is a good idea to allow for alternate designations if SRMCF cannot fulfill your primary wish.
  • Unrestricted Bequest For Endowment
    I give to Southern Regional Medical Center Foundation, a Georgia non-profit organization, tax identification #58-1983516, located at 11 Upper Riverdale Road, S.W., Georgia, GA 30274, the sum of (dollar amount) for its general endowment fund. For larger amounts, it may be possible to endow a specific department or project.

If you would like even more information about giving through a bequest, please contact us.

 


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