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Estate
planning

ALL OF US WILL LEAVE A LEGACY OF SOME KIND.....

Notebook
Estate Recognition

The echo of our beliefs, deeds, and values reverberates beyond our lifetime through family and others whose lives we've touched. Your planned gift allows you to direct those funds to the causes nearest and dearest to your heart. Please consider a legacy gift to the Lourdes Hospital Foundation.

Please let the Foundation know if:

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 

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Monday - Friday 8:00am - 4:30pm

Phone Operator

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:

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"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:

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"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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