--- title: "Legal resources and bequest language | Sutter Health" description: "One of the easiest ways to leave a legacy is simply to name the foundation as a beneficiary to your will, living trust, life insurance policy or retirement plan." url: "https://www.sutterhealth.org/giving/planned-giving/legal-resources-and-bequest-language" --- 1. [Home](https://www.sutterhealth.org/) / 2. [Giving](https://www.sutterhealth.org/giving) / 3. [Planned giving](https://www.sutterhealth.org/giving/planned-giving) / 4. Legal resources and bequest language  # Legal resources and bequest language  Give the gift of health. Your generosity improves healthcare for everyone and makes a difference in the lives of our community and future generations.   **Section menu** - [Planned giving](https://www.sutterhealth.org/giving/planned-giving "Planned giving") - [Retirement](https://www.sutterhealth.org/giving/planned-giving/retirement "Retirement") - [Stock gifts](https://www.sutterhealth.org/giving/planned-giving/stock "Stock gifts") - [Legal resources and bequest language](https://www.sutterhealth.org/giving/planned-giving/legal-resources-and-bequest-language "Legal resources and bequest language")  - [Planned giving](https://www.sutterhealth.org/giving/planned-giving "Planned giving") - [Retirement](https://www.sutterhealth.org/giving/planned-giving/retirement "Retirement") - [Stock gifts](https://www.sutterhealth.org/giving/planned-giving/stock "Stock gifts") - [Legal resources and bequest language](https://www.sutterhealth.org/giving/planned-giving/legal-resources-and-bequest-language "Legal resources and bequest language")  ## **Sample bequest language for your will or living trust** **Unrestricted**  "...to \[organization name\], to be used where the need is greatest, as determined by the Board of Trustees." **Restricted**  "...to \[organization name\] to be used to support \[description of specific purpose, for example, a department, service or program\] at \[location name\]. However, if at some future time the Board of Trustees of \[organization name\] 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 \[location name\], as determined by the Board of Trustees. My gift is to be used to expand this program and should be used only after funds already budgeted for the program have been expended.” | Foundation name | Tax Id | | --- | --- | | Planned Giving | | | Alta Bates Summit Medical Center | 94-0562680 | | CPMC Foundation, San Francisco | 94-2728423 | | Memorial Hospital Foundation | 94-2290244 | | Memorial Hospital Los Banos Foundation | 94-1156621 | | Mills-Peninsula Hospital Foundation | 23-7288765 | | Novato Community Hospital | 94-0562680 | | Palo Alto Medical Foundation | 94-1156581 | | Sutter Amador Hospital Foundation | 94-1156621 | | Sutter Auburn Faith Hospital Foundation | 94-2594966 | | Sutter Care at Home | 94-6068843 | | Sutter Davis Hospital Foundation | 68-0217870 | | Sutter Delta Medical Center | 94-0562680 | | Sutter East Bay Medical Foundation | 94-0562680 | | Sutter Eden Medical Center | 94-0562680 | | Sutter Gould Medical Foundation | 68-0273974 | | Sutter Lakeside Hospital | 94-0562680 | | Sutter Maternity and Surgery Center | | | Sutter Medical Center Foundation | 94-2788906 | | Sutter Medical Foundation | 68-0273974 | | Sutter Roseville Medical Center Foundation | 68-0040113 | | Sutter Santa Rosa Medical Center | 94-0562680 | | Sutter Solano Hospital Foundation | 94-2788906 | | Tracy Hospital Foundation | 68-0318845 | ## Lawyer referral services  ### San Mateo County Bar Association Lawyer Referral Service Phone: [650-298-4030](tel:+16502984030); press "3" at the prompt.  ### Palo Alto Area Bar Association Lawyer Referral Service Phone: [650-326-8322](tel:+16503268322)  ### Alameda County Bar Association Lawyer Referral Service Phone: [510-302-2222](tel:+15103022222)  ### San Francisco Bar Association Lawyer Referral Service Phone: [415-989-1616](tel:+14159891616)  For the hearing impaired: [415-782-8985](tel:+14157828985)  ### Santa Clara County Bar Association Lawyer Referral Service Phone: [408-971-6822](tel:+14089716822) ### Santa Cruz County Lawyer Referral Service Phone: [831-425-4755](tel:+18314254755)  The practice of law is highly specialized. We recommend asking for a lawyer who’s a certified estate planning specialist\*.  \*California attorneys certified as specialists must pass a written examination in their specialty field, demonstrate a high level of experience in the specialty field, fulfill ongoing education requirements and be favorably evaluated by other attorneys and judges familiar with their work. ```json {"@context":"https://schema.org","@type":"MedicalOrganization","name":"Sutter Health","@id":"https://www.sutterhealth.org/#medicalorganization","url":"https://www.sutterhealth.org","logo":"https://www.sutterhealth.org/static/images/sutter-health-logo.svg","address":{"@type":"PostalAddress","streetAddress":"2200 River Plaza Drive","addressLocality":"Sacramento","addressRegion":"CA","postalCode":"95833","addressCountry":"US"},"areaServed":{"@type":"AdministrativeArea","name":"California"},"sameAs":["https://www.facebook.com/SutterHealth","https://www.instagram.com/sutterhealth/","https://x.com/SutterHealth","https://www.youtube.com/sutterhealth","https://www.linkedin.com/company/sutter-health","https://en.wikipedia.org/wiki/Sutter_Health"]} ``` ```json {"@context":"https://schema.org","@type":"WebPage","name":"Legal resources and bequest language  | Sutter Health","description":"One of the easiest ways to leave a legacy is simply to name the foundation as a beneficiary to your will, living trust, life insurance policy or retirement plan.  ","url":"https://www.sutterhealth.org/giving/planned-giving/legal-resources-and-bequest-language","breadcrumb":{"@id":"https://www.sutterhealth.org/giving/planned-giving/legal-resources-and-bequest-language#breadcrumblist"}} ``` ```json {"@context":"https://schema.org","@type":"BreadcrumbList","@id":"https://www.sutterhealth.org/giving/planned-giving/legal-resources-and-bequest-language#breadcrumblist","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https://www.sutterhealth.org/"},{"@type":"ListItem","position":2,"name":"Giving","item":"https://www.sutterhealth.org/giving"},{"@type":"ListItem","position":3,"name":"Planned giving","item":"https://www.sutterhealth.org/giving/planned-giving"},{"@type":"ListItem","position":4,"name":"Legal resources and bequest language "}]} ```