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Section TitlePlanned Giving
Planned Giving Welcome The Sutter Legacy Circle Meet Our Donors
Ways of Giving Gifts Anyone Can Make
Gifts From Will or Trust Retirement Plan Stock and Appreciated Assets Life Insurance
More Information For Professional Advisors Contact Us

Will Your Gift Be Restricted?

Gifts to Delta Memorial Hospital Foundation under a will may be given for unrestricted use, used to support a particular program, or added to endowment.

In balancing the wish of the donor to benefit a special purpose with our ever-changing financial needs, advisors recommend that restrictions be described as broadly as possible, avoiding detailed limitations. The more limited the restrictions of such a bequest, the more important it is to add a provision such as the following:

In the event that such use should prove to be impossible, impracticable, or undesirable for any reason as their governing body may determine, in their sole discretion, they shall then provide for alternative uses of the fund in a manner consistent with and reflecting the spirit of the original gift.

Please let us help you with your sample gift language to Delta Memorial Hospital Foundation. We will assist you or your attorney with bequest language that works best for you and us, and can also clarify and advise you in regard to your interest in benefiting specific aspects of our work.

Next: Sample Gift Language for Your Will or Trust

Please contact us so that we can assist you through every step of the process.

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The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision.

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