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Bequest Language

Thank you for considering making a gift to the Oswego Health Foundation. In order to make a bequest, you should speak with your attorney. Your attorney can help you include a bequest to the Oswego Health Foundation Inc. in your estate plan that will support Oswego Health affiliates and healthcare in the community. We have provided some basic bequest language to assist you and your attorney.

Outright Bequest

If you are considering making an outright bequest to the Oswego Health Foundation Inc., we recommend the following language:

Bequest of a Specific Dollar Amount:

I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to the Oswego Health Foundation Inc., a nonprofit organization located at 110 West Sixth St, Oswego, NY, 13126, Federal Tax ID #80-0822020, for the Oswego Health Foundation Inc.'s general use and purpose.

Bequest of Residual Estate:

I hereby give, devise and bequeath to the Oswego Health Foundation Inc., a nonprofit organization located at 110 West Sixth St, Oswego, NY, 13126, Federal Tax ID #80-0822020, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for the Oswego Health Foundation Inc.'s general use and purpose.

Contingent Bequest:

If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to the Oswego Health Foundation Inc., a nonprofit organization located at 110 West Sixth St, Oswego, NY, 13126, Federal Tax ID #80-0822020, DESCRIPTION OF PROPERTY to be used for the Oswego Health Foundation Inc.'s general use and purpose.

Restricted Bequests

If you are considering a bequest to the Oswego Health Foundation Inc. 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 the Oswego Health Foundation Inc. flexibility should it no longer be possible for the Oswego Health Foundation Inc. to use your gift as you originally intended:

If, in the judgment of the Board of Directors of the Oswego Health Foundation Inc., it shall become impossible for the Oswego Health Foundation Inc. to use this bequest to accomplish the specific purposes of this bequest, the Oswego Health Foundation Inc. 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.

Please contact us if you have any questions about how to make a bequest to the Oswego Health Foundation Inc. 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 the Oswego Health Foundation Inc. in your estate plan, please contact us to let us know. We would like to thank you and recognize you for your gift.


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