Sample bequest language

To include a bequest to Mercy Health Foundation in your will or living trust, or to designate us as a beneficiary of a qualified retirement plan or other financial account, simply provide your advisor or financial account administrator with the following information:

“I give to Mercy Health Foundation, Tax #20-1072726, an Ohio not-for-profit corporation, headquartered at 1701 Mercy Health Place, Cincinnati, OH 45237, [Choose one: 1) The sum of $____________.” 2) __________ shares of stock in ________________Company.”, or 3) My real property located at _________________ (street or other local address, along with city, county, and state)”]

Email This