Other Ways To Give
Legacy Giving Information
Legal and charitable giving information for you and your advisor
Planning ahead is one of the most thoughtful ways to care for the people you love and the values that matter most to you. If you are considering a bequest or other planned gift to support Adventist Health, this resource provides the information commonly needed to include a charitable gift in your estate plans and create a lasting legacy for future generations.
Find giving information for the Foundation or hospital you want to support
Whether you are working with an attorney, financial advisor, or planning your estate independently, we've assembled the legal and tax information needed to designate an Adventist Health foundation or hospital as a beneficiary of your charitable gift. Use the information below to find:
Foundation and hospital giving information
Thank you for considering a lasting gift that will help advance health, wholeness, and hope in the communities we serve.
Sample Bequest Language
If you are considering including Adventist Health, one of our foundations, or one of our hospitals in your estate plans, the following sample language may be helpful when working with your attorney or advisor. These examples are provided as a starting point and can be adapted to reflect your charitable goals and personal circumstances.
Important Notice
The information provided is for educational purposes only and is not intended as legal, tax, financial, or estate planning advice. Please consult your attorney, tax advisor, financial advisor, and other professional advisors regarding your individual circumstances. Adventist Health representatives do not provide legal or tax advice.
Specific Bequest
If you are considering making an outright bequest to Adventist Health, one of our foundations, or one of our hospitals, you may wish to share the following sample language with your attorney.
Bequest of a Specific Dollar Amount
I hereby give, devise, and bequeath ______ and No/100 Dollars ($______) to [LEGAL ENTITY NAME], a nonprofit organization located at [MAILING ADDRESS], Federal Tax ID/EIN [EIN], for its general charitable purposes.
Bequest of Specific Personal Property
I hereby give, devise, and bequeath [DESCRIPTION OF PROPERTY] to [LEGAL ENTITY NAME], a nonprofit organization located at [MAILING ADDRESS], Federal Tax ID/EIN [EIN], for its general charitable purposes.
Bequest of Specific Real Estate
I hereby give, devise, and bequeath all of my right, title, and interest in and to the real estate located at [PROPERTY ADDRESS OR LEGAL DESCRIPTION] to [LEGAL ENTITY NAME], a nonprofit organization located at [MAILING ADDRESS], Federal Tax ID/EIN [EIN], for its general charitable purposes.
Percentage Bequest
If you are considering leaving a percentage of your estate to Adventist Health, one of our foundations, or one of our hospitals, you may wish to share the following sample language with your attorney.
I hereby give, devise, and bequeath _____ percent (___%) of my total estate, determined as of the date of my death, to [LEGAL ENTITY NAME], a nonprofit organization located at [MAILING ADDRESS], Federal Tax ID/EIN [EIN], for its general charitable purposes.
Residual Bequest
A residual bequest directs all or a percentage of the remainder of your estate after other obligations, expenses, and distributions have been satisfied.
I hereby give, devise, and bequeath to [LEGAL ENTITY NAME], a nonprofit organization located at [MAILING ADDRESS], Federal Tax ID/EIN [EIN], [ALL OR ____%] of the rest, residue, and remainder of my estate for its general charitable purposes.
Contingent Bequest
A contingent bequest takes effect only if a primary beneficiary does not survive you or is otherwise unable to receive the gift.
If [PRIMARY BENEFICIARY NAME] does not survive me, then I hereby give, devise, and bequeath [DESCRIPTION OF PROPERTY, AMOUNT, OR PERCENTAGE OF ESTATE] to [LEGAL ENTITY NAME], a nonprofit organization located at [MAILING ADDRESS], Federal Tax ID/EIN [EIN], for its general charitable purposes.
Restricted Bequests
If you would like your gift to support a specific program, service line, hospital, department, or area of greatest interest, we encourage you to discuss your intentions with Adventist Health before finalizing your plans. We would be pleased to work with you and your attorney or advisor to help ensure your charitable goals can be fulfilled.
To provide flexibility should the original purpose of the gift become impossible, impractical, or no longer relevant, you may wish to include language similar to the following:
If, in the judgment of the governing board of [LEGAL ENTITY NAME], it becomes impossible, impractical, or inadvisable to use this bequest for the specific purpose stated herein, [LEGAL ENTITY NAME] may use the income and principal of this gift for a purpose or purposes that most closely fulfill my original charitable intent.
Amplify Your Impact
Want to see your generosity at work today?
While a future gift through your estate creates a lasting legacy, a donation today can help meet immediate needs and transform lives right now. Your support provides hope, healing, and compassionate care for patients and families throughout our communities.