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Estate
planning

The Heritage Society has been established to recognize and honor those individuals who include The Lourdes Hospital Foundation in their estate plans through bequests, life insurance, and/or charitable trusts.

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Estate Recognition

For their thoughtful and loving membership in the Heritage Society, members will receive recognition in Foundation periodicals throughout the year.  Each year, we are pleased to express our appreciation to all Society members. Names will be published (with permission) in newsletters and Foundation publications.

Lourdes Hospital Foundation Notification

If you have already named the Lourdes Hospital Foundation in your estate plans, please contact the Foundation Office. The Lourdes Hospital Foundation would like to recognize and thank you for your thoughtfulness by welcoming you as a member of the Heritage Society.


To request information, contact us at 607-798-5684 or via email.

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bequests

Thank you for thinking about remembering Lourdes in your Will.  

 There are several types of bequests that you can make to support Lourdes Hospital. Some types are:

 

  • Residuary Bequest

  • Specific Bequest

  • Percentage Bequest  

Sample Bequest Wording

Sample wording for a Residuary Bequest or a gift made after all other heirs are remembered and all expenses and debts are paid, could include:

"All the rest, residue and remainder of my estate, I give, devise and bequeath to The Lourdes Hospital Foundation, Inc., located in Binghamton, New York."

 

Sample wording for a Specific Bequest could include:

"I give, devise and bequeath to The Lourdes Hospital Foundation, Inc., located in Binghamton, New York, the sum of ____ dollars ($____.__)."  

Sample wording for a Percentage Bequest could include:  

"I give, devise and bequeath to The Lourdes Hospital Foundation, Inc., located in Binghamton, New York, an amount equal to ____ percent (____%) of the net value of my estate as finally determined for Federal estate tax purposes."    

Passing assets outside of a will

Examples of assets that can pass outside your Will are:

 

  • Assets held in an IRA or qualified retirement plan

  • Assets held in trust

  • Life insurance proceeds

These are some examples of how you can name The Lourdes Hospital Foundation as a "Beneficiary" of assets.

If you have questions or need more information about bequests to support Lourdes, please call the Lourdes Foundation Office at 607-798-5684.

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