Declaration Document
Sample Wording to Leave a Gift in Your Will to the Health Wagon
Here are the most popular types of gifts in wills and sample language you may wish to use in your will when you leave a gift for the Health Wagon. Please be sure to use the official name and address of the Health Wagon and include our Federal Tax ID number.
St. Mary’s Health Wagon
5626 Patriot Drive
PO Box 7070
Wise, VA 24293
Federal Tax ID: 04-3739083
SAMPLE #1 RESIDUARY BEQUEST
This is a very popular choice for charitable bequests because it ensures that loved ones receive their distribution before any distribution to charity.
“I devise the residue of my estate, after the satisfaction of all specific bequests and the payment of all taxes and other costs attending my death, to St. Mary’s Health Wagon, a not-for profit corporation, Tax ID Number: 04-3739083, with principal offices currently located at Address: 5626 Patriot Drive, Wise, VA 24293.”
SAMPLE #2 PERCENTAGE BEQUEST
Enables your bequests to grow as your assets grow.
“I bequeath to St. Mary’s Health Wagon, a not-for-profit corporation, Tax ID Number: 04-3739083, with principal offices currently located at Address: 5626 Patriot Drive, Wise, VA 24293 an amount equal to ______ percent of the net value of my estate as finally determined for federal estate tax purposes.”
SAMPLE #3 BEQUEST FOR A SPECIFIC AMOUNT
A stated sum of money, usually cash, to a beneficiary.
“I bequeath the sum of $____ dollars to St. Mary’s Health Wagon, a not-for-profit corporation, Tax ID Number: 04-3739083, with principal offices currently located at Address: 5626 Patriot Drive, Wise, VA 24293.”
SAMPLE BEQUEST #4 CONTINGENT BEQUEST
Assumes you want to leave your entire estate to family and friends. However, in the event that you outlive any of your beneficiaries, it provides an opportunity to designate St. Mary’s Health Wagon to receive that portion of the estate.
“In the event that (name of the beneficiary) does not survive me, I designate St. Mary’s Health Wagon, a not-for-profit corporation, Tax ID Number: 04-3739083, with principal offices currently located at Address: 5626 Patriot Drive, Wise, VA 24293 as the devisee of this bequest of (see above for language specific to different types of bequests.)”
Including the Health Wagon in your will or trust is a meaningful way to help us continue to serve the precious people in poverty-stricken Southwest Virginia. Many of our programs and services have benefitted from individuals who had the foresight to include the Health Wagon in their estate plans.
Disclaimer: The information on this planned giving site is intended to assist you in your charitable planning. It is not legal or financial advice and should not be relied upon as such. Please consult with your attorney or other advisor for professional advice and to discuss how this information can benefit you as you consider your financial and philanthropic goals.
