Planned Giving
Saint Mary's Foundation is grateful to accept planned gifts from generous donors wishing to support the future of our Mission and the health of our community. There are a variety of ways in which you can support our patients, families, providers and caregivers while also ensuring that your generosity creates a lasting and meaningful legacy.
In addition to fulfilling your philanthropic interests, planned gifts are a great way to provide financial security while also taking advantage of the tax benefits associated with charitable giving.
Including Saint Mary's Foundation in your estate plan is easy, and we are here to help you explore the many ways you can give.
Estate Gifts
Saint Mary's Foundation can be included in your estate plans through:
If you are interested in naming Saint Mary's Foundation as a beneficiary in your will or trust, you can use the sample bequest language found below.
Income Producing Gifts
Planned giving strategies can be financially beneficial, providing steady income streams during your lifetime. Consider establishing a:
If you wish to include Saint Mary's Foundation in your estate plans, please use our legal name, address and federal tax ID listed below. Trinity Health encourages its donors to consult with their financial and/or legal advisors when making decisions regarding their estate plans.
Legal name: Saint Mary's Foundation
Address: 200 Jefferson Ave. SE, Grand Rapids, MI 49503
Federal tax ID number: 38-1779602
Will/Bequest Language
1. Specific Bequest
If you are considering making an outright bequest to Saint Mary's Foundation, we recommend the following language:
Bequest of a Specific Dollar Amount
I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to Saint Mary's Foundation, a not-for-profit organization located at 200 Jefferson Ave. SE, Grand Rapids, MI, 49503. Federal Tax ID #38-1779602, for Saint Mary's Foundation's general use and purpose.
Bequest of Specific Personal Property
I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to Saint Mary's Foundation, a not-for-profit organization located at 200 Jefferson Ave. SE, Grand Rapids, MI, 49503, Federal Tax ID #38-1779602, for Saint Mary's Foundation's general use and purpose.
Bequest of Specific Real Estate
I hereby give, devise and bequeath all of the rights, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to Saint Mary's Foundation, a not-for-profit organization located at 200 Jefferson Ave. SE, Grand Rapids, MI, 49503, Federal Tax ID #38-1779602, for Saint Mary's Foundation's general use and purpose.
2. Percentage Bequest
If you are considering making a bequest of a percentage of your estate to Saint Mary's Foundation, we recommend the following language:
I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to Saint Mary's Foundation, a not-for-profit organization located at 200 Jefferson Ave. SE, Grand Rapids, MI, 49503, Federal Tax ID #38-1779602, for Saint Mary's Foundation's general use and purpose.
3. Residual Bequest
I hereby give, devise and bequeath to Saint Mary's Foundation, a not-for-profit organization located at 200 Jefferson Ave. SE, Grand Rapids, MI, 49503, Federal Tax ID #38-1779602, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for Saint Mary's Foundation's general use and purpose.
4. Contingent Bequest
If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to Saint Mary's Foundation, a not-for-profit organization located at 200 Jefferson Ave. SE, Grand Rapids, MI, 49503, Federal Tax ID #38-1779602, DESCRIPTION OF PROPERTY to be used for Saint Mary's Foundation's general use and purpose.