Suggested Language for Wills and Living Trusts
Sutter Medical Center Foundation
Your will should be drafted or amended by an attorney knowledgeable in estate planning and the laws of the state in which you reside. Please think about these options before meeting with your lawyer, and ask your lawyer to use this language.
Choose One or More of the Following Options:
____% of my estate
____the residue of my estate
____% of the residue of my estate
$ ____________________ (fixed-dollar gift)
______________________(description; for example, real estate, securities, etc.)
Unrestricted
"...to Sutter Medical Center Foundation, Sacramento, California, to be used at Sutter Medical Center, Sacramento, where the need is greatest, as determined by the Foundation's Board of Trustees."
Designated
"...to Sutter Medical Center Foundation, to be used to support [description of specific purpose, for example, a department, service, or program] at Sutter Medical Center, Sacramento, Sacramento, California. However, if at some future time the Board of Trustees of Sutter Medical Center Foundation determines that it has become impossible or impractical to effectively apply the gift made hereunder to the restricted purpose specified (e.g., because a specified department, service or program no longer exists or its operation has been substantially reduced or changed), then the gift made hereunder shall be used where the need is greatest at Sutter Medical Center, Sacramento, as determined by the Foundation's Board of Trustees."
We're Here to Help
If you have any questions or need help with specific language, please contact us. Your inquiry will be held in confidence and implies no obligation.
Ann Hansen
Operations Manager
916-733-3863
hansena@sutterhealth.org
