Bequest Language
In order to make a bequest, you should speak with your attorney. Your attorney can help you include a bequest to a Trinity Health Mid-Atlantic hospital in your estate plan. We have provided some basic bequest language to assist you.
Specific bequest
If you are considering making an outright bequest to a Trinity Health Mid-Atlantic hospital, we recommend the following language:
Bequest of a specific dollar amount
St. Mary Medical Center
I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to St. Mary Medical Center, a nonprofit organization located at 1207 Langhorne Newtown Road, Langhorne, PA 19047, Federal Tax ID #23-1913910, for St. Mary Medical Center’s general use and purpose.
Mercy Fitzgerald Hospital
I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to Mercy Catholic Medical Center, a nonprofit organization located at 1500 Lansdowne Avenue, Darby, PA 19050, Federal Tax ID #23-1352191, for Mercy Fitzgerald Hospital’s general use and purpose.
Nazareth Hospital
I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to Nazareth Hospital, a nonprofit organization located at 2601 Holme Avenue, Philadelphia, PA 19152, Federal Tax ID #23-2794121, for Nazareth Hospital’s general use and purpose.
Saint Francis Hospital
I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to St. Francis Hospital Inc., a nonprofit organization located at 701 N. Clayton Street, Wilmington, DE, 19805, Federal Tax ID #51-0064326, for Saint Francis Hospital’s general use and purpose.
Bequest of personal property
St. Mary Medical Center
I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to St. Mary Medical Center, a nonprofit organization located at 1207 Langhorne Newtown Road, Langhorne, PA 19047, Federal Tax ID #23-1913910, for St. Mary Medical Center’s general use and purpose.
Mercy Fitzgerald Hospital
I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to Mercy Catholic Medical Center, a nonprofit organization located at 1500 Lansdowne Avenue, Darby, PA 19050, Federal Tax ID #23-1352191, for Mercy Fitzgerald Hospital’s general use and purpose.
Nazareth Hospital
I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to Nazareth Hospital, a nonprofit organization located at 2601 Holme Avenue, Philadelphia, PA 19152, Federal Tax ID #23-2794121, for Nazareth Hospital’s general use and purpose.
Saint Francis Hospital
I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to St. Francis Hospital Inc., a nonprofit organization located at 701 N. Clayton Street, Wilmington, DE 19085, Federal Tax ID #51-0064326, for Saint Francis Hospital’s general use and purpose.
Bequest of specific real estate
St. Mary Medical Center
I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to St. Mary Medical Center, a nonprofit organization located at 1207 Langhorne Newtown Road, Langhorne, PA 19047, Federal Tax ID #23-1913910, for St. Mary Medical Center’s general use and purpose.
Mercy Fitzgerald Hospital
I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to Mercy Catholic Medical Center, a nonprofit organization located at 1500 Lansdowne Avenue, Darby, PA 19050, Federal Tax ID #23-1352191, for Mercy Fitzgerald Hospital’s general use and purpose.
Nazareth Hospital
I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to Nazareth Hospital, a nonprofit organization located at 2601 Holme Avenue, Philadelphia, PA 19152, Federal Tax ID #23-2794121, for Nazareth Hospital’s general use and purpose.
Saint Francis Hospital
I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to St. Francis Hospital Inc., a nonprofit organization located at 701 N. Clayton Street, Wilmington, DE 19085, Federal Tax ID #51-00644326, for Saint Francis Hospital’s general use and purpose.
Percentage bequest
If you are considering making a bequest of a percentage of your estate to a Trinity Health Mid-Atlantic hospital, we recommend the following language:
St. Mary Medical Center
I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to St. Mary Medical Center, a nonprofit organization located at 1207 Langhorne Newtown Road, Langhorne, PA 19047, Federal Tax ID #23-1913910, for St. Mary Medical Center's general use and purpose.
Mercy Catholic Medical Center
I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to Mercy Catholic Medical Center, a nonprofit organization located at 1500 Lansdowne Avenue, Darby, PA 19050, Federal Tax ID #23-1352191, for Mercy Catholic Medical Center's general use and purpose.
Nazareth Hospital
I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to Nazareth Hospital, a nonprofit organization located at 2601 Holme Avenue, Philadelphia, PA 19152, Federal Tax ID #23-2794121, for Nazareth Hospital’s general use and purpose.
Saint Francis Healthcare
I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to Saint Francis Healthcare, a nonprofit organization located at 701 N. Clayton Street, Wilmington, DE 19085, Federal Tax ID #51-00644326, for Saint Francis Healthcare’s general use and purpose.
Residual bequest
St. Mary Medical Center
I hereby give, devise and bequeath to St. Mary Medical Center, a nonprofit organization located at 1207 Langhorne Newtown Road, Langhorne, PA 19047, Federal Tax ID #23-1913910, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for St. Mary Medical Center’s general use and purpose.
Mercy Catholic Medical Center
I hereby give, devise and bequeath to Mercy Catholic Medical Center, a nonprofit organization located at 1500 Lansdowne Avenue, Darby, PA 19050, Federal Tax ID #23-1352191, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for Mercy Catholic Medical Center's general use and purpose.
Nazareth Hospital
I hereby give, devise and bequeath to Nazareth Hospital, a nonprofit organization located at 2601 Holme Avenue, Philadelphia, PA 19152, Federal Tax ID #23-2794121, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for Nazareth Hospital’s general use and purpose.
Saint Francis Healthcare
I hereby give, devise and bequeath to Saint Francis Healthcare, a nonprofit organization located at 701 N. Clayton Street, Wilmington, DE 19805, Federal Tax ID #51-0064326, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for Saint Francis Healthcare’s general use and purpose.
Contingent bequest
St. Mary Medical Center
If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to St. Mary Medical Center, a nonprofit organization located at 1207 Langhorne Newtown Road, Langhorne, PA 19047, Federal Tax ID #23-1913910, for St. Mary Medical Center's general use and purpose.
Mercy Catholic Medical Center
If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to Mercy Catholic Medical Center, a nonprofit organization located at 1500 Lansdowne Avenue, Darby, PA 19050, Federal Tax ID #23-1352191, DESCRIPTION OF PROPERTY to be used for Mercy Catholic Medical Center's general use and purpose.
Nazareth Hospital
If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to Nazareth Hospital, a nonprofit organization located at 2601 Holme Avenue, Philadelphia, PA 19152, Federal Tax ID #23-2794121, DESCRIPTION OF PROPERTY to be used for Nazareth Hospital’s general use and purpose.
Saint Francis Healthcare
If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to Saint Francis Healthcare, a nonprofit organization located at 701 N. Clayton Street, Wilmington, DE 19805, Federal Tax ID #23-2794121, DESCRIPTION OF PROPERTY to be used for Saint Francis Healthcare’s general use and purpose.
Restricted bequest
If you are considering a bequest but would like to ensure that your bequest will be used for a specific purpose, please let us know. We would be happy to work with you and your attorney to help you identify ways to give and meet your charitable objectives. We will also work with you and your attorney to craft language to accomplish your goals.
If you are making a restricted bequest, we recommend that your attorney include the following provision to give your community hospital flexibility should it no longer be possible for Trinity Health Mid-Atlantic to use your gift as you originally intended:
If, in the judgment of the Board of Directors of Trinity Health Mid-Atlantic, it shall become impossible for Trinity Health Mid-Atlantic to use this bequest to accomplish the specific purposes of this bequest, Trinity Health Mid-Atlantic may use the income and principal of this gift for such purpose or purposes as the Board determines is most closely related to the restricted purpose of my bequest.
Contact us
Please contact us if you have any questions about how to make a bequest to a Trinity Health Mid-Atlantic hospital or to request any additional information that might be helpful to you and your attorney as you consider making a bequest to us.
If you have included a bequest for St. Mary Medical Center, Nazareth Hospital, Saint Francis Healthcare, or Mercy Catholic Medical Center in your estate plan, please contact us to let us know. We would like to thank you and recognize you for your gift.