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Bequest Language

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Make a bequest

Ensure your wishes to support BSMH Foundation are clear in your will or trust

The following is intended to help you and your attorney in drafting a bequest that satisfies your interests. As you consult your attorney on the selection of appropriate wording to reflect your own goals and intentions regarding Bon Secours Mercy Health Foundation, be sure our organization’s correct legal name appears in all final documents as:

“Bon Secours Mercy Health Foundation, 1701 Mercy Health Pl., Cincinnati, OH 45237-6147, a Ohio nonprofit corporation, or its successor, Federal Tax Identification Number: 20-1072726.”

General bequest

General Bequest of a stated sum of money may be worded:

“I give to Bon Secours Mercy Health Foundation, 1701 Mercy Health Pl., Cincinnati, OH 45237-6147, a Ohio nonprofit corporation, or its successor, Federal Tax Identification Number 20-1072726 [insert here the exact dollar amount].”

Specific bequest

Specific Bequest of a certain asset from your estate may be worded:

“I give to Bon Secours Mercy Health Foundation, 1701 Mercy Health Pl., Cincinnati, OH 45237-6147, a Ohio nonprofit corporation, or its successor, Federal Tax Identification Number 20-1072726, [insert here a description of the particular property].”

Residuary bequest

Residuary Bequest, after other bequests and expenses have been paid, may be worded:

“I give to Bon Secours Mercy Health Foundation, 1701 Mercy Health Pl., Cincinnati, OH 45237-6147, a Ohio nonprofit corporation, or its successor, Federal Tax Identification Number 20-1072726, all [or a portion] of the rest, residue and remainder of my estate.”

Contingent bequest 

Contingent Bequest if the person making the will is not survived by certain individuals:

“If [name/s of primary beneficiary/ies] do/es not survive me, or shall die within ninety (90) days from the date of my death, or as a result of a common disaster, then I give to Bon Secours Mercy Health Foundation, 1701 Mercy Health Pl., Cincinnati, OH 45237-6147, a Ohio nonprofit corporation, or its successor, Federal Tax Identification Number 20-1072726, [insert here the exact dollar amount, description of property, or percentage of residual estate].”

 

Bequest language

Sample Bequest Language

It may be helpful to provide recommended bequest language to your legal advisor when creating or updating your will or trust. Our printable bequest language document has wording for several types of bequests to help you clearly define your charitable intentions.