Wills and 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.
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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