PLAN TO MAKE A DIFFERENCE IN THE LIVES OF FUTURE GENERATIONS
THROUGH A WILL OR TRUST
Wills and living trusts enable you to make a permanent statement of your
values. Giving to Livingston HealthCare Foundation through your will or
living trust is one of the easiest and most popular ways to
leave a legacy. It is through this act, that you will be remembered for what you care
about most. Estate gifts from individuals have helped improve lives in
our community. Please consider being a part of this important legacy.
There are details to be considered, so please consult your own attorney
and tax advisor before you decide what method of giving is right for your
situation.
Betsy and George want to make a gift to the Livingston HealthCare Foundation,
but they are worried that they might need their assets one day to provide
for their children or to take care of themselves, later in life. They
decide to leave a gift to Livingston HealthCare Foundation through a bequest
in their will. This way they retain complete control of their assets but
know that a gift will still be made from whatever assets remain in their estate.
Bequests will allow you to:
- Keep complete control of your assets for all your needs
- Change any aspect of your gift at any time during your lifetime
- Fund your gift at the end of life
To support the
MISSION of Livingston HealthCare Foundation with a gift through your will or trust,
you may use the following verbiage for an unrestricted gift:
BEQUEST WORDING
I give dollar amount/desired percentage/remainder of my estate, to Livingston
HealthCare Foundation, a Montana not-for-profit, 501(C)(3) organization,
located at 320 Alpenglow Lane, Livingston, Montana, to be used to support
its mission
Distributions from estates and trusts
All distributions received from a donor’s estate or trust are added
to the Endowment Fund of Livingston HealthCare Foundation. Some individuals
prefer to make a restricted gift to Livingston HealthCare Foundation to
support a specific area of service or need through their estate plan.
The Foundation staff are glad to work with you to craft bequest language
that meets your specific need.
For More Information
For more information on supporting Livingston Healthcare Foundation through
a planned gift, please contact Jessie Wilcox at 406.823.6256 or by email
at jessica.wilcox@LivingstonHealthCare.org. Livingston Healthcare Foundation
is a fully qualified 501(c)3 charitable organization under IRS regulations.
Your investment is tax-deductible to the fullest extent provided by law.