Wills and Bequests


Bequests

One of the simplest and most meaningful ways to support the Saint Agnes Foundation is by including a gift in your will or trust. Known as a bequest, this type of planned gift costs nothing today—but creates a powerful legacy for tomorrow.

Whether you're drafting your first will or updating an existing plan, a bequest offers flexibility, control, and the opportunity to make a lasting impact on the lives of others.

Why consider a bequest?

  • Leave a legacy that reflects your values
  • Reduce the tax burden on your loved ones
  • Potentially receive estate tax savings

Types of bequests

You have several flexible options when making a bequest:

  • Gift a specific dollar amount or asset
  • Designate a percentage of your estate
  • Donate from the remainder or "residue" of your estate
  • Name Saint Agnes Medical Center as a beneficiary of retirement or other financial accounts or assets

How to make a bequest

A bequest is one of the easiest gifts to establish. With the guidance of your attorney or your financial advisor, you can include simple language in your will or trust that designates a gift to Saint Agnes Medical Center as part of your estate plan.

About Bequests

Bequest Language

Need help getting started? View sample bequest language that you can share with your attorney or advisor.

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Get Started

To learn more about making a bequest, please contact our office. We'd be honored to help you take the next step in creating your legacy.

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