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PHF Sample Bequest Language

Planning for the future and creating the legacy you wish to leave is one of the most effective ways to ensure a lasting impact. Making a gift in your will or living trust, known as a bequest, can guarantee that your legacy endures.

Your gift may be a specific dollar amount, a percentage of your estate or the remainder after all other provisions are specified. To assist you and your attorney, samples of will or bequest language including Palm Health Foundation are included in the examples below.

1. You may leave an unrestricted gift to Palm Health Foundation.
I give and devise, the following assets: _____________________ to Palm Health Foundation, a Florida not-for-profit corporation (EIN #59-2391119), to support its mission to improve health in Palm Beach County.

2. Based on your philanthropic wishes, you may direct your estate gift to support one or more existing Giving Funds.
Palm Health Foundation has established these funds to address several critical health priorities in our community.

I give and devise, the following assets: _____________________ to Palm Health Foundation, a Florida not-for-profit corporation (EIN #59-2391119), of which one hundred percent (100%) will go to (fill in the blank with the name of a giving fund:) ________________________.

  • A list of current Giving Funds can be found at www.PalmHealthFoundation.org
  • You may contribute to more than one Giving Fund. Simply include the associated percentage of your gift to go to each Fund (the percentages should total 100%).
  • If you have established a named Giving Fund at Palm Health Foundation, then you may direct your estate gift to your Fund. Simply fill in the blank with the name of your Fund.

If you have included a bequest for Palm Health Foundation in your estate plan, please contact us to let us know. We would like to thank you and recognize you for your gift.

For questions or information on creating your personalized named Giving Fund today, please contact:

Carrie Browne, Director of Stewardship and Strategic Partnerships
(561) 837-2281
[email protected]

Palm Healthcare Foundation, Inc., dba Palm Health Foundation, is a not-for-profit 501(c)3 organization with public charity status 509(a)(1) and 170(b)(1)(a)(vi). Contributions are tax deductible to the extent provided by state and federal law. Palm Healthcare Foundation, Inc.'s federal tax identification number is 59-2391119. The Florida Department of Agriculture & Consumer Services registration number is CH3655.

A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION CAN BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE WITHIN THE STATE OF FLORIDA (800) 435-7352. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. FOR MORE INFORMATION, PLEASE VISIT THE DIVISION OF CONSUMER SERVICES WEBSITE AT www.freshfromflorida.com/Divisions-Offices/Consumer-Services.

700 S. Dixie Highway, Suite 205, West Palm Beach, FL 33401 • 561-833-6333 • www.PalmHealthFoundation.org

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