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 equests
are made through a written and executed will, and can be
designated any way the donor wishes.
Your Legacy
For many people, the bequest is the most popular method of
planned giving. The bequest is made through your will, a
legal document which directs how your property will be used
and distributed after your lifetime. A bequest does not
reduce your current income and it enables you to provide
future support for a cause that is important to you-truly a
legacy to your community. A gift to the Hospice Foundation
through your will has several advantages:
 Charitable gifts are 100 percent tax deductible when your
estate becomes irrevocable.
A charitable bequest may place the taxable portion of your
estate in a lower tax bracket.
If you wish to establish an endowment fund through your
will, you can request that it be named for you or anyone you
wish to honor.
When you notify the Hospice Foundation of your bequest
intention, you receive membership in the Helen Westland
Legacy Society.
How to Word Your Bequest
You may direct funds to support a specific program receiving
grants from the Hospice Foundation, or for the Foundation's
general grant program. Either of these can be accomplished
by making a new will, modifying your present will (by adding
a codicil), or by including the Hospice Foundation in your
revocable trust. To bequeath money or property to the
Hospice Foundation, you and your lawyer may find the
following language helpful:
"I hereby give, devise, and bequeath to Central Coast
Hospice Foundation, Monterey, California for its general
purposes (……dollars) (……percent) (_____ percent of all the
rest, residue, and remainder of my Estate after all other
bequests have been made)."
Your own attorney should draft your will. Hospice Foundation
staff will be pleased to consult in confidence with you and
your legal advisor about the phrasing of any specific
bequest you may have in mind.
If you would like more information, please contact Jim
Bennett at (831) 333-9023 or send an email to Jim
Bennett.
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