Advisors Guide for Planned Giving
Gifts from Wills and Trusts
When making a charitable gift to a nonprofit organization, it is vital the legal name of the charity, city and other identifying details be used. To name Marian Regional Medical Center Foundation in your will or trust please use the following suggested language:
Residual Bequest Language
A residual bequest comes to us after your estate expenses and specific bequests are paid:
I give and devise to Marian Regional Medical Center Foundation, Santa Maria, CA, (EIN 95-3818027) all (or state a percentage) of the rest, residue and remainder of my estate, both real and personal, to be used for its general support (or for the support of a specific fund or program).
Specific Bequest Language
You can also name Marian Regional Medical Center Foundation as a beneficiary of a specific amount from your estate:
I give and devise to Marian Regional Medical Center Foundation, Santa Maria, CA, (EIN 95-3818027) the sum of $ ________________________ (or "____ shares of __________________ stock") to be used for its general support (or for the support of a specific fund or program).
Contingent Bequest Language
Marian Regional Medical Center Foundation can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled:
If (insert individual heir's name) is not living at the time of my demise, I give and devise Marian Regional Medical Center Foundation, Santa Maria, CA, (EIN 95-3818027) the sum of $ (or "all" or " ___________ percentage of the residue of my estate") to be used for its general support (or for the support of a specific fund or program).
CUSTOMIZED LANGUAGE
If you or your attorney would like Illinois Tech to provide you with customized beneficiary language that is specific to your goal and interest, please contact us.
GIFTS OF APPRECIATED SECURITIES
Marian Regional Medical Center Foundation's Broker:
DTC:
Attn:
Account number:
Tax ID Number: 95-3818027
BENEFICIARY GIFTS FROM RETIREMENT PLANS, LIFE INSURANCE, BROKERAGE ACCOUNTS OR ANY OTHER PLAN WITH A BENEFICIARY DESIGNATION
Please contact your plan provider for a change of beneficiary form. Once you have filled out the form, please send a copy to Jessa A. Brooks, at Jessa.Brooks@DignityHealth.org
Legal name: Marian Regional Medical Center Foundation
Tax ID number: 95-3818027
Address: 1400 E Church Street
Santa Maria, CA 93454
NOTE TO ATTORNEYS, ACCOUNTANTS AND OTHER PROFESSIONAL ADVISORS
Thank you for helping your client with their charitable planning. As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.
We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients' philanthropic objectives into wellcrafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.
If you have any questions or concerns, please call (805) 739-3595 or email Jessa.Brooks@DignityHealth.org.
Disclosure: This information is not intended as legal advice. For more specific advice, please consult your attorney or financial adviser.