senior couple walking near beach

Gifts From Your Will

Including Marian Regional Medical Center Foundation in Your Will

Make Marian Regional Medical Center Foundation a part of your personal legacy with a charitable gift from your estate.

Gifts from Wills and Trusts:
When making a charitable gift to a nonprofit organization, it is vital that the charity's legal name, address 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).

 

 


For any questions or help, please contact Alisha Holley, MBA, CFRE, Manager of Philanthropy, at alisha.holley@dignityhealth.org or 805-739-3595.