Wills and Bequests

A bequest is a gift you make by naming Capital Health in your will. The bequest may leave a specific amount, all, a portion of your estate, or the residuary of your estate to Capital Health. By making a bequest in your will, you will benefit from an estate tax deduction for the value of the bequest.

By naming Capital Health in your will, you will be recognized for your generosity through the Heritage Society.

You may also include Capital Health in your will by adding a codicil or amendment to your current will. This is a simple and inexpensive change. Please consult your attorney if this type of gift is of interest. We would be pleased to provide your advisor with a sample of the wording that is preferred.

How can I learn more?

A member of the Capital Health Development Office staff will be happy to talk with you about the benefits of a charitable gift annuity. Complimentary personalized illustrations may be prepared by the Capital Health Development Office for your review and consideration. Please contact:

Capital Health Development Office
609-303-4347

This information is provided as an educational overview and should not be construed as financial planning or tax advice.

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