Share the sample bequest language with your estate planning attorney:
St. John's Health Center
"I Hereby make the following endowed gift, free of all estate taxes, to Saint John's Health Center Foundation, a 501 (c)(3) charitable organization located at 2121 Santa Monica Boulevard, Santa Monica, CA, 90404 to be used in support of Saint John's Health Center.
$_____________ dollar amount (or)
% ____________ percentage of my estate (or) a description of a specific property."
John Wayne Cancer Institute
I hereby make the following specific gift, free of all estate taxes, to John Wayne Cancer Institute, a 501(c)(3) charitable organization located at 2200 Santa Monica Boulevard, Santa Monica, CA 90404 to be used to support the highest priorities of the Institute:
$ _________ (dollar) amount (or) _____ % (percentage) of my estate (or) a description of a specific property.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.