General Bequest

Including Meritus Healthcare Foundation in Your Will

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 Meritus Healthcare 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 Meritus Healthcare Foundation, Hagerstown, MD, (TIN 01-0639265) 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 Meritus Healthcare Foundation as a beneficiary of a specific amount from your estate.

• I give and devise to Meritus Healthcare Foundation, Hagerstown, MD, (TIN 01-0639265) 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 – Meritus Healthcare 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 Meritus Healthcare Foundation (TIN 01-0639265) the sum of $_____________ (or “all” or “_____% of the resideue of my estate”) to be used for its general support (or for the support of a specific fund or program).

^{*This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.}