- Home
- Foundation
- Resources
- Bequest Language
Bequest Language
The following is intended to help you and your attorney in drafting a bequest that satisfies your interests. As you consult your attorney on the selection of appropriate wording to reflect your own goals and intentions regarding Treasure Coast Hospice Foundation, be sure our organization's correct legal name appears in all final documents as:
"The Hospice Foundation of Martin and St Lucie, Inc, 1201 SE Indian Street Stuart, FL 34997, a Florida nonprofit corporation, or its successor, Federal Tax Identification Number: 65-0047497."
A General Bequest of a stated sum of money may be worded:
"I give to The Hospice Foundation of Martin and St Lucie, Inc, 1201 SE Indian Street Stuart, FL 34997, a Florida nonprofit corporation, or its successor, Federal Tax Identification Number 65-0047497 [insert here the exact dollar amount]."
A Specific Bequest of a certain asset from your estate may be worded:
"I give to The Hospice Foundation of Martin and St Lucie, Inc, 1201 SE Indian Street Stuart, FL 34997, a Florida nonprofit corporation, or its successor, Federal Tax Identification Number 65-0047497, [insert here a description of the particular property]."
A Residuary Bequest, after other bequests and expenses have been paid, may be worded:
"I give to The Hospice Foundation of Martin and St Lucie, Inc, 1201 SE Indian Street Stuart, FL 34997, a Florida nonprofit corporation, or its successor, Federal Tax Identification Number 65-0047497, all [or a portion] of the rest, residue and remainder of my estate."
A Contingent Bequest if the person making the will is not survived by certain individuals:
"If [name/s of primary beneficiary/ies] do/es not survive me, or shall die within ninety (90) days from the date of my death, or as a result of a common disaster, then I give to The Hospice Foundation of Martin and St Lucie, Inc, 1201 SE Indian Street Stuart, FL 34997, a Florida nonprofit corporation, or its successor, Federal Tax Identification Number 65-0047497, [insert here the exact dollar amount, description of property, or percentage of residual estate]."
Florida: The Treasure Coast Hospice Foundation was formed in Florida and is a charitable organization exempt from taxation under section 501(c)(3) of the Internal Revenue Code. Financial and other information about our purpose, programs and activities can be obtained by contacting us at 1201 SE Indian Street, Stuart, FL 34997, 772-403-4547. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE 1-800-HELP-FLA OR ONLINE AT www.FloridaConsumerHelp.com, Treasure Coast Hospice Foundation Florida REGISTRATION #CH6432. Inquiries can also be made to K. Murray Fournie at Treasure Coast Hospice Foundation. CONTRIBUTIONS ARE DEDUCTABLE FOR FEDERAL INCOME TAX PURPOSES IN ACCORDANCE WITH APPLICABLE LAW. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL OR RECOMMENDATION OF the Treasure Coast Hospice Foundation BY THE STATE.