Sample bequest language

Please always include the following identifying information in your bequest: 

Pathways Home Health and Hospice

585 North Mary Avenue, Sunnyvale, CA 94085

IRS Tax Identification: #94-2823240

To make your legacy gift to Pathways Home Health and Hospice, you can direct your attorney to prepare a codicil for your existing will or an amendment for your existing trust. It is usually not necessary to revise the entire document. 

Your attorney may find the following language helpful in facilitating your legacy gift. 

 

Unrestricted Gift

"I hereby give, devise, and bequeath to Pathways Home Health and Hospice, a charitable corporation organized and existing under the laws of the State of California, the sum of $_____ (or "a stated percentage" or "a fraction of my residuary estate" or "the following described property" or "the residue of my estate") to be used for the general purpose of Pathways Home Health and Hospice." 

Pathways Home Health and Hospice strongly encourages donors to make unrestricted bequests. Such gifts will enable Pathways to maintain flexibility in responding to changing healthcare needs and priorities. 

Restricted Gift

"I hereby give, devise, and bequeath to Pathways Home Health and Hospice, a charitable corporation organized and existing under the laws of the State of California, the sum of $_____ (or "a stated percentage" or "a fraction of my residuary estate" or "the following described property" or "the residue of my Estate") to be used for the following purpose: ___________________. 

"If at any future time, in the judgment of the Board of Directors of Pathways Home Health and Hospice, it is impractical or impossible to carry out this purpose, they may expend the principal and income for whatever purpose they deem appropriate, provided that any commemorative aspect of this gift remains intact." 

"For investment purposes, the principal and income may be commingled with other assets of Pathways. The gift may bear its proportionate share of expenses allocated by the directors against invested assets of Pathways." 

A restricted bequest should ordinarily be framed in the broadest possible terms, consistent with donor interests, to ensure that the gift will be applicable to future situations. Some examples of restricted designations that would allow for such flexibility are the following: "for patient care" or "for care of indigent patients" or "for equipment as needed." 

Contingent Bequest

"If the above named beneficiaries should predecease me, then I here give, devise, and bequeath the same to Pathways Home Health and Hospice, a charitable corporation organized and existing under the laws of the State of California, to be used for the general purposes of Pathways Home Health and Hospice."

For more information on making a planned gift to Pathways, call 408-730-1200 or email [email protected]-