Sample Will

Hospice of Marshall County, Inc., doing business as Shepherd’s Cove Hospice
Hospice of Marshall County Foundation, Inc., doing business as Shepherd’s Cove Foundation

Will and Trust Language

Sample Bequest Language
For use by your attorney

The following are examples of language for gifts by will or trust to Hospice of Marshall County Foundation, Inc., which supports Hospice of Marshall County, Inc. (doing business as Shepherd’s Cove Hospice). The language and information below is for informational purposes only to assist your attorney in his or her work addressing your specific needs and situation. Hospice of Marshall County Foundation, Inc. and Hospice of Marshall County, Inc. and their employees are not engaged in rendering legal or tax advice. For more information, contact Shepherd’s Cove Foundation at 256-891-7724 or gro.e1529423799vocsd1529423799rehpe1529423799hs@na1529423799groma1529423799.

Simple Bequest

I give and bequeath to Hospice of Marshall County Foundation, Inc., a nonprofit corporation duly existing under the laws of the State of Alabama and located at Albertville, Alabama, the sum of $____________ (or specifically described property, securities, etc.), as an unrestricted gift to be used for the general purposes of Hospice of Marshall County, Inc., doing business as Shepherd’s Cove Hospice.

Bequest to Unrestricted Endowment

I give and bequeath to Hospice of Marshall County Foundation, Inc., a nonprofit corporation duly existing under the laws of the State of Alabama and located at Albertville, Alabama, $___________ (or specifically described property, securities, etc.), to be added to Hospice of Marshall County Foundation, Inc.’s general endowment. This gift shall become a part of Hospice of Marshall County Foundation, Inc.’s permanent endowment and may be combined for investment purposes with other funds. Distribution shall be computed in accordance with Hospice of Marshall County Foundation, Inc.’s policy for endowment spending and shall be used for the general purposes of Hospice of Marshall County Foundation, Inc. and Hospice of Marshall County, Inc.

Bequest for a Designated Purpose

I give and bequeath to Hospice of Marshall County Foundation, Inc., a nonprofit corporation duly existing under the laws of the State of Alabama and located at Albertville, Alabama, the sum of $___________ (or specifically described property, securities, etc.). I have executed (or intend to execute) a Gift Agreement with Hospice of Marshall County Foundation, Inc. which will detail the specified use of my gift. Any such Gift Agreement may be revised or revoked at any time prior to my death, and the use of the funds given to Hospice of Marshall County Foundation, Inc. shall be governed by the Gift Agreement executed most recently prior to my death. Should there be no such Gift Agreement at the time of my death, or if I have revoked it in writing, then all sums given to Hospice of Marshall County Foundation, Inc. shall be an unrestricted gift for the general purposes of Hospice of Marshall County Foundation, Inc. and/or Hospice of Marshall County, Inc.

Bequest of Residuary Estate

All the rest, residue and remainder (or a specified percentage) of my estate, both real and personal property of whatever kind and wheresoever situated, which I may own or have the right to dispose of at the time of my death, I give, devise and bequeath to Hospice of Marshall County Foundation, Inc., a nonprofit corporation duly existing under the laws of the State of Alabama and located at Albertville, Alabama, to be used for the general purposes of Hospice of Marshall County Foundation, Inc. and/or Hospice of Marshall County, Inc. (or for a specific purpose as set forth in a separate Gift Agreement).

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Where a bequest is unrestricted as to use, the donor may wish to include the following language permitting Hospice of Marshall County Foundation, Inc. to publicize the gift and to memorialize it with a suitable naming opportunity.

Recognition and Naming Opportunities

I give Hospice of Marshall County Foundation, Inc. permission to publicize the receipt of this gift from my estate through the usual means, such as by magazine, newsletters, media releases and electronic media, including social media. I request Hospice of Marshall County Foundation, Inc. memorialize this gift through an appropriate naming opportunity commensurate with the amount of the gift based upon the guidelines in effect at the time of receipt of the gift. If such naming opportunity is available, I request that it be in the name(s) of _____________________ in the memorial inscription or named endowment.

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Hospice of Marshall County Foundation, Inc. is a tax-exempt corporation under subsection 501(c)(3) of the Internal Revenue Code. All gifts to Hospice of Marshall County Foundation, Inc. are approved charitable deductions according to the schedules established by the IRS code and regulations. Here is the contact information we recommend you include in any trust or bequest language:

Hospice of Marshall County Foundation, Inc.’s tax identification number is 45-5365095.

Hospice of Marshall County, Inc. (doing business as Shepherd’s Cove Hospice)1 tax identification number is 63-0841539 (with the same contact information)

shepherdscovehospice.org

(256) 891-7724

408 Martling Road, Albertville, Alabama 35951


1: Provided for your convenience. Both Hospice and Hospice Foundation share contact information and address, but have separate boards and are incorporated separately. The Foundation supports the Hospice.