Charitable Bequests

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A will represents a person's final wishes and intentions. After providing for your loved ones, please consider one final act of generosity through a bequest in your will or living trust that provides enduring support for our vital work. For many of us, this will be the most significant gift we will make - our gift of a lifetime.

Tools to Make a Bequest:

If you have not done so, you need to make a will or a living trust instrument. This is a significant and important undertaking. If you have a will or living trust, you may see your attorney to make an amendment.

Types of Bequests and Sample Language

Specific Bequest:

You may leave a specific dollar amount. You might consider the following language as an example:

I hereby give, devise and bequeath $______________ to White Plains Hospital Medical Center (Federal Tax Identification Number 13-1740130) at 101 East Post Road, White Plains, NY 10601 to be used for its general use and purpose.

Percentage Bequest:

You may leave a specific percentage of your overall estate to White Plains Hospital Medical Center. A bequest can be made as a percentage of the whole or of the residuary of the estate to White Plains Hospital Medical Center, using the following language as an example:

"I hereby give, devise and bequeath to White Plains Hospital Medical Center (Federal Tax Identification Number 13-1740130) at 101 East Post Road, White Plains, NY 10601 (all or a percentage) of the rest, residue and remainder of my estate, both real and personal, for its general use and purpose."

Residuary Bequest

You may gift the remaining balance of the estate after all specified distributions are made and all obligations have been satisfied. The following is sample language:

"I hereby give, devise and bequeath the rest, residue and remainder of my estate to White Plains Hospital Medical Center (Federal Tax Identification Number 13-1740130) at 101 East Post Road, White Plains, NY 10601 for its general use and purpose."

Contingent Bequest

A contingent bequest is one that takes effect only if the primary beneficiary or beneficiaries of the bequest are unable to accept the bequest. Usually this means that the primary beneficiary does not survive the benefactor or else disclaims the inheritance. By naming White Plains Hospital Medical Center as contingent beneficiary, White Plains Hospital Medical Center would receive your generous bequest only if the purpose of the primary bequest cannot be met. Below is sample bequest language:

"I give, devise and bequeath ________________ (description of inheritance) to _________________________, (Name of beneficiary) if he/she shall survive me, but if he/she shall not survive me, I give, devise and bequeath __________________ to the White Plains Hospital Medical Center (Federal Tax Identification Number 13-1740130) at 101 East Post Road, White Plains, NY 10601 for its general use and purpose."

*It is important that you consult your attorney and/or professional advisors to consider the application of this language to your individual circumstances as part of an overall estate plan.

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