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Effective estate planning usually takes time, effort and a good attorney. Your plan will allow your family to avoid the delay, dissension and needless expense that often occurs when someone dies without clearly expressing their wishes.
In your plan, please consider a planned gift to Hospice By The Bay. Estate gifts can provide for yourself, your heirs, and the future of Hospice By The Bay. There are many ways to leave your legacy, some that offer income for your lifetime, while saving on capital gains and estate taxes.
“Choosing which charities to include in your estate plans is a way to express who you are and what your values are. I chose Hospice By The Bay because they were there for my family when we needed them. Not everyone has hospice as an option, and I wanted to give people that option.”
To discuss your wishes, please call or email the Director of Development at (415) 526-5500 or development@hospicebythebay.org.
“I used to think that providing for a good cause like Hospice
By The Bay in an estate plan was only for people without
children or billionaires – or that it was complicated
and time-consuming. But I learned that no matter what size your
estate, there are simple, easy ways you can benefit an organization
you care about and help reduce the tax burden on your loved ones
at the same time.”
Hospice By The Bay and Your Estate Plan
Q. Why does the Hospice By The Bay need planned gifts?
Here are three specific ways your planned gift can be put to use:
- To support Hospice By The Bay patient care: Your bequest brings relief from pain, plus practical, emotional and spiritual comfort, to our patients.
- To provide bereavement counseling: Your bequest supports counseling crucial to the mental and physical health of the patient’s family members.
- To comfort bereaved children: Your bequest allows our specially trained staff to address the needs of children and teens who are coping with the loss of a loved one.
Planned gifts make a difference. Charitable bequests accounted for an increasing percentage of Hospice By The Bay revenue during its first 25 years. Some bequests supported immediate services to the terminally ill. One bequest provided office space for staff, freeing funds for direct service. Other bequests helped create an operating reserve that sustains programs for care for the dying and their families and supports the agency’s bereavement program. To discuss your bequest, call the Director of Development at (415) 526-5500.
“The Hospice By The Bay people who cared for my wife and family were so fantastic, I can’t do enough to thank them. That’s why I funded a charitable gift annuity with Hospice By The Bay . It makes perfect sense—they use the donation to support the hospice and help provide great care for families in financial need, while I have an income for life, special tax advantages, and the great feeling of knowing that others are getting the same wonderful care that our family did.”
Q. How do I write a bequest to Hospice By The Bay?
The most common way people remember Hospice By The Bay in a will or living trust is through a charitable bequest. You do not have to rewrite your current documents. You simply add an amendment, called a codicil. Your bequest is entirely under your control during life and becomes irrevocable only at death. Here is some suggested language you can have your attorney review:
TO USE IN YOUR WILL OR LIVING TRUST
IN CONSULTATION WITH YOUR ATTORNEY
I give devise and bequeath to Hospice By The Bay (tax I.D. 94-2890791), located in Larkspur, California, the sum of _____________________________ dollars
($ _______________) OR
_______________________ percent ( __________ %) of the rest, residue and remainder of my estate OR
the following described property:
_______________________________________________________________
_______________________________________________________________
Q. I need to write a will. Can Hospice By The Bay help me?
Yes. Call or email to request our complimentary estate planning kit, which includes:
- A readable, but authoritative, introduction to wills, living trusts and basic estate planning;
- An Estate Planning Inventory Form to help you get a clearer notion on the worth of your estate;
- Information on how to remember Hospice By The Bay in your estate plan.
To order your estate planning kit, call the Director of Development at (415) 526-5500 or email development@hospicebythebay.org.
“I was so grateful to Hospice By The Bay for taking care of my dad and all of our family, I had planned on leaving a bequest in my will so that families without means to pay could have the same great experience. But when I found I could establish a fund immediately with payments spread over a period of years, I decided it would be very satisfying to be able to ‘see’ the impact of my gift. Now it feels wonderful to wake up each morning knowing that I am a part of this terrific organization.”
If you’re considering a planned gift
to Hospice By The Bay, we are happy to help you think about the
many options available. Please feel free to contact
us to discuss
your situation and giving interests.
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