Gifts of this nature should be carefully considered as a part of your comprehensive financial and estate plans. We strongly recommend that you consult an attorney in the preparation of your will and to supervise its execution so it complies with your state requirements. The following are examples for illustration only.

• When including a bequest provision in your will, always use the full legal name and provide the federal taxpayer identification number.
• Our full, legal name is: "Sutter Health."
• Our federal taxpayer identification number is: 94-2788907.

Bequests for Unrestricted Purposes

Unrestricted gifts are to be used for the greatest need at the time to be determined by the Board. A general unrestricted bequest is especially valued by us. Possible language for these types of gifts include:

• For a bequest of securities: "I give Sutter Health all of my shares of XYZ stock or mutual fund to be used for the benefit of [insert your local Sutter Health affiliate foundation name]."



• For a bequest of cash: "I give to Sutter Health the sum of (amount) to be used for the benefit of [insert your local Sutter Health affiliate foundation name]."

If you do not want to specify the exact amount or nature of the intended gift, perhaps because the size of the future estate is difficult to estimate, a proportional bequest is often the best way to accomplish your goals. Sutter Health or a Sutter Health affiliate would receive a percentage of your estate or the residue of your estate, after all other provisions have been met. Possible language for these types of gifts include:

• Proportional bequest: "I give to Sutter Health (percent) of my estate, [or (percent) of the rest, residue and remainder of my estate] to be used for the benefit of [insert your local Sutter Health affiliate foundation name]."

Contingent Bequest

A contingent bequest takes effect only if the primary intention cannot be met (e.g. if the primary beneficiary does not survive the donor). This ensures that property will not be distributed to unintended beneficiaries. Possible language for these types of gifts include:.

• Contingent Bequest: "If (name of primary beneficiary) does not survive me, or shall die during the administration of my estate, or as a result of a common disaster, then I give to Sutter Health all of the rest, residue, and remainder of my estate, to be used for the benefit of [insert your local Sutter Health affiliate foundation name]."

Bequests for Restricted Purposes

If you would like to honor a family member, a special person or provide support for a specific program or department that was especially meaningful to you, then you can designate your bequest specifically for that purpose. Often specific guidelines govern the use of these types of funds. Therefore, we recommend that you contact us to discuss your restricted gift. We are here to help you as you plan.

If you already have a will

A codicil is a written change or amendment to a will.
Printable copy of a sample codicil (PDF)
Please remember to consult your attorney to make sure you are properly advised.

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Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Planned Giving section has been developed for Sutter Health by Future Focus. Please report any problems to the Webmaster Revised: June 23, 2006 11:53