A Gift in Your Will or Living Trust
Interested in helping the Summit Healthcare Regional Medical Center Foundation with our mission but feel overwhelmed by the thought of writing another check or giving up your assets today? A simple, flexible and versatile way to ensure we can support exceptional community healthcare for years to come is a gift in your will or living trust, known as a charitable bequest.
By including a bequest to the Summit Healthcare Foundation in your will or living trust, you are ensuring that we can meet the healthcare needs of future generations.
Check Out This Potential Scenario
When Tom and Martha got married, they made a point to put together a will to protect their assets. They both felt passionate about the role of Summit Healthcare Regional Medical Center in the community and decided to include a bequest of $75,000 to the Summit Healthcare Foundation in their will.
As Tom and Martha's family grew to include three children, they decided to revise their gift to ensure their children's future financial security. They met with their attorney and simply revised the bequest language so that their gift to the Summit Healthcare Foundation was now a percentage of their estate instead of a specific amount. Tom and Martha now rest easy knowing when they die, their plans will provide for the people and charitable work they love.
See How It Works
- Contact Angie Fabian at 928-537-6829 or firstname.lastname@example.org for additional information on bequests or to chat more about the different options for including the Summit Healthcare Foundation in your will or estate plan.
- Seek the advice of your financial or legal advisor.
- If you include the Summit Healthcare Foundation in your plans, please use our legal name and Federal Tax ID.
Legal Name: Summit Healthcare Association
Address: 2200 E Show Low Lake Road, Show Low, AZ 85901
Federal Tax ID Number: 860320447
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.