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Bequest Language

Create a lasting legacy by including MemorialCare Saddleback Medical Center Foundation in your will or estate plans. Various legacy gift options can benefit you, your family, and MemorialCare Saddleback Medical Center now and beyond your lifetime. Please see sample language below to assist in creating your legacy.

Bequest

A bequest can be structured as a gift of a specific asset, dollar amount, or a percentage of your estate. If you plan to make a bequest gift through your will or living trust, the following language may be useful to share with your attorney:

I give to MemorialCare Saddleback Medical Center Foundation (Tax ID: 33-0011887) a non-profit organization located at 24451 Health Center Drive, Laguna Hills, CA 92653, $__________ [or XXX% of the residual value of my estate] to benefit their area of greatest need [or insert specific area of support].

Beneficiary Designations

  • Retirement Plans - Gifts of retirement assets are the most tax-efficient way to make a gift. Consider naming MemorialCare Saddleback Medical Center Foundation (Tax ID# 33-0011887) as a percentage beneficiary. This designation can often be done online through your retirement plan custodian.
  • Life Insurance Policies - You can designate MemorialCare Saddleback Medical Center Foundation (Tax ID# 33-0011887) as a beneficiary of your life insurance policy or transfer ownership of a fully paid-up policy. Life insurance policies are a cost-efficient asset to use in creating a lasting philanthropic legacy.

A Named Endowment

As an enduring tribute to the beliefs and values of a donor, named endowments offer the opportunity to provide a permanent and growing source of support for the department(s), area(s) or programs that are most meaningful to you. Here is sample language for establishing an endowment through your estate:

I give to MemorialCare Saddleback Medical Center Foundation (Tax ID: 33-0011887) a non-profit organization located at 24451 Health Center Drive, Laguna Hills, CA 92653, $__________ [or XXX% of the residual value of my estate] to establish the (Name of Donor) Endowed Fund to benefit their area of greatest need [or insert specific area of support].

For more information on Legacy Giving Options, please contact:
Michael G. Crvarich, CPA
Director of Legacy Giving
949-741-4261
[email protected]

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