A practical way to make a planned gift to Dominican Hospital Foundation is to include Dominican in your will or revocable trust, or as a beneficiary of your retirement plan or life insurance. If you have already made a provision to include Dominican in your financial planning, please notify us by completing and returning this document. By documenting your bequest intention, Dominican will have an opportunity to recognize your generous support in your lifetime.
Information provided to signify your bequest intention to Dominican will remain completely confidential unless you authorize Dominican to publicize your gift. Dominican understands that all bequest provisions are revocable, and any intentions stated here are not binding on you or your estate.
Bequest Approximate value: $_______________
Life Insurance Policy Approximate value: $_______________
IRA or other retirement plan Approximate value: $_______________
Other asset Approximate value: $_______________
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Signature
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Date
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Name (please print)
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Signature
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Date
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Name (please print)
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Name
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Telephone
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Role
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Email
I have attached documentation from my will, retirement plan, life insurance policy, or trust.
If your gift is for a percentage of your estate, rather than a fixed amount, Dominican will be happy to use your good faith estimate of the current value based on this percentage. While not required, you may wish to include a copy of the relevant portion of related documents.