How to Give

Not only do you have options for how your gift will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.

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Advisors Guide for Planned Giving

Gifts from Wills and Trusts:

When making a charitable gift to a nonprofit organization, it is vital the legal name of the charity, city and other identifying details be used. To name Marian Regional Medical Center Foundation in your will or trust please use the following suggested language:

Residual Bequest Language
A residual bequest comes to us after your estate expenses and specific bequests are paid:

To the University, unrestricted:

"I give to Illinois Institute of Technology, an Illinois corporation, Chicago, Illinois (the sum of $____________) or (__________ percent of the remainder of my estate) to be used for the benefit of said University in such manner as the Trustees thereof may direct."

To a particular school, unrestricted:

"I give to Illinois Institute of Technology, an Illinois Corporation, Chicago, Illinois, (the sum of $___________) or (_________ percent of the remainder of my estate) to be used for the benefit of the (School of your choice) for its unrestricted purposes."

To a particular school for a particular purpose:

"I give to Illinois Institute of Technology, an Illinois Corporation, Chicago, Illinois, (the sum of $___________) or (_________ percent of the remainder of my estate) to be used by (School of your choice) for support of _______________."

CUSTOMIZED LANGUAGE

If you or your attorney would like Illinois Tech to provide you with customized beneficiary language that is specific to your goal and interest, please contact us.

GIFTS OF APPRECIATED SECURITIES

Marian Regional Medical Center Foundation's Broker:
DTC:
Attn:

,  

Account number:
Tax ID Number: 95-3818027

BENEFICIARY GIFTS FROM RETIREMENT PLANS, LIFE INSURANCE, BROKERAGE ACCOUNTS OR ANY OTHER PLAN WITH A BENEFICIARY DESIGNATION:

Please contact your plan provider for a change of beneficiary form. Once you have filled out the form, please send a copy to Jessa A. Brooks, at Jessa.Brooks@DignityHealth.org

Legal name: Marian Regional Medical Center Foundation
Tax ID number: 95-3818027
Address: 1400 E Church Street
Santa Maria,  CA  93454

NOTE TO ATTORNEYS, ACCOUNTANTS AND OTHER PROFESSIONAL ADVISORS:

Thank you for helping your client with their charitable planning. As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.

We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients' philanthropic objectives into wellcrafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.

If you have any questions or concerns, please call (805) 739-3595 or email Jessa.Brooks@DignityHealth.org.

Disclosure: This information is not intended as legal advice. For more specific advice, please consult your attorney or financial adviser.