Estate Planning
A gift by will or trust is the method most frequently used to make a planned gift to your favorite charitable organizations. Many Southcoast community members have already informed Charlton Memorial, St. Luke's or Tobey Hospitals of plans for gifts of this kind.
Undoubtedly, many who are unknown to us have also made plans to benefit Southcoast Health System or one of its hospitals in their wills.
The Philanthropy Office staff is available to assist donors and their legal advisers with plans for such gifts.
Below is the suggested language for a bequest:
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"I give to (Charlton Memorial, St. Luke's or Tobey Hospitals or Southcoast Health System) located at 101 Page Street, New Bedford, MA, 02740*, the amount of $________ or _____percent of the residue of my estate."
*Mailing address
Are your estate plans current? Ask yourself these questions:
- Have I made a will?
- Have I reviewed my will within the past three years?
- Have I recently:
- Moved to another state?
- Married, divorced or lost a spouse?
- Become a parent?
- Is the personal representative named in my will still able and willing to serve?
- Have my charitable interests changed since I last reviewed my will?
Please contact Barbara H. Mulville, CFRE, in the Philanthropy Office at 508-961-5353 or 1-800-925-9450 to learn more.
