A gift to LivingWell Medical Clinic in your Will or Revocable Trust enables you to support our mission. Together we will inspire hope to those with an unexpected pregnancy and make a difference in the lives of future generations. A bequest:
- Is easy to arrange.
- Will not alter your current lifestyle in any way.
- Can be easily modified to address your changing needs.
Sample Gift Language for your Will or Revocable Living Trust
- From the Residue: I give _____% of the residue of my estate to LivingWell Medical Clinic of Grass Valley, California, for [state requested charitable program or “its general charitable purposes.”]
- A Specific Amount: I give _______ (amount) to LivingWell Medical Clinic of Grass Valley, California, for [requested program or “its general charitable purposes.”]
- A Specific Asset (e.g. land, stocks, bonds, C.D., etc.): I give (description of property or account number) to LivingWell Medical Clinic of Grass Valley, California, [requested program or “general charitable purposes.”]
- Tax-Deferred Retirement Funds, U.S. Government Bonds, or IRD-type assets: I give _____% of my (description of asset) to LivingWell Medical Clinic of Grass Valley, California, for [requested program or “general charitable purposes”]. (Note: IRA, 401(k) and other tax-deferred assets properly designated to charity can avoid substantial income taxes in the estate. The effect of such a gift on the overall estate plan and its eventual beneficiaries is important to understand and review with professional counsel.”
Please Contact Us if you would like to designate your gift toward a specific purpose, or if you have any other questions about leaving LivingWell Medical Clinic in your Will. The foregoing information is for educational purposes only and is not intended as legal or tax advice. Donors are encouraged to seek such counsel.