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Estate Planning - Creating Your Legacy

What You Can Do

Complimentary Estate Planning Assistance

It's Your Legacy, Know All Your Options!

Tri-City Hospital Foundation has teamed up with Ken Turpen of Thompson & Associates to provide expert and unbiased estate planning guidance. Ken will help you thoughtfully create, or update, an estate plan that maximizes your assets and ensures that your values, priorities, and wishes are clearly communicated. Through this confidential and complimentary service, you will be able to review your current plan, assess your assets, and create a plan that may increase the assets you leave to your heirs while reducing your tax obligations.

There's no cost or obligation. This is our gift to you and is completely paid for by us. In addition, the information you share remains strictly confidential between you and Ken Turpen. To schedule an introductory appointment with Ken where you'll learn more about the process and what to expect regarding future meetings, please fill out the form below or call us at (760) 940-3370. Or, attend one of the upcoming informational sessions to learn more about the process.

June 2017 Informational Sessions

Schedule an Individual Meeting with Ken Turpen
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Sample Bequest Language

An excellent way for you to support Tri-City Hospital Foundation’s mission is to leave us a bequest in your will, living trust or with a codicil. One significant benefit of making a gift by bequest is that it allows you to continue to use the property you will leave to charity during your life. Another benefit is that you are able to leave a lasting legacy to support the organizations important to you.

Types of Bequests

There are a number of ways you can make a bequest to Tri-City Hospital Foundation. 

Specific Bequest. A specific bequest involves making a gift of a specific asset such as real estate, a car, other property or a gift for a specific dollar amount. For example, you may wish to leave your home or $10,000 to Tri-City Hospital Foundation.

Percentage Bequest. Another kind of specific bequest involves leaving a specific percentage of your overall estate to charity. For example, you may wish to leave 10% of your estate to Tri-City Hospital Foundation.

Residual Bequest. A residual bequest is made from the balance of an estate after the will or trust has given away each of the specific bequests. A common residual bequest involves leaving a percentage of the residue of the estate to charity. For example, you may wish to leave 30% of the residue of your estate to Tri-City Hospital Foundation.Contingent Bequest. A contingent bequest is made to charity only if the purpose of the primary bequest cannot be met. For example, you could leave specific property, such as a vacation home, to a relative, but the bequest language could provide that if the relative is not alive at the time of your death, the vacation home will go to Tri-City Hospital Foundation.

Bequest Benefits

A bequest is generally a revocable gift, which means it can be changed or modified at any time. You can choose to designate that a bequest be used for a general or specific purpose so you have the peace of mind knowing that your gift will be used as intended. Bequests are exempt from federal estate taxes. If you have a taxable estate, the estate tax charitable deduction may offset or eliminate estate taxes, resulting in a larger inheritance for your heirs.

Bequest Language

In order to make a bequest, you should speak with your attorney. Your attorney can help you include a bequest to  Tri-City Hospital Foundation in your estate plan. We have provided some basic bequest language to assist you and your attorney.

1. Specific Bequest

If you are considering making an outright bequest to Tri-City Hospital Foundation, we recommend the following language:

Bequest of a Specific Dollar Amount

I hereby give, devise and bequeath $ ______________ and No/100 dollars ($DOLLARS) to Tri-City Hospital Foundation, a nonprofit organization located at 4002 Vista Way, Oceanside, CA 92056, Federal Tax ID #95-6131483, for Tri-City Hospital Foundation’s general use and purpose.

Bequest of Specific Personal Property

I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to the Tri-City Hospital Foundation, a nonprofit organization located at 4002 Vista Way, Oceanside, CA 92056, Federal Tax ID #95-6131483, for Tri-City Hospital Foundation’s general use and purpose.

Bequest of Specific Real Estate

I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR Oceanside, CA 92056 Federal Tax ID #95-6131483, for Tri-City Hospital Foundation’s general use and purpose.

2. Percentage Bequest

If you are considering making a bequest of a percentage of your estate to Tri-City Hospital 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 Tri-City Hospital Foundation, a nonprofit organization located at 4002 Vista Way, Oceanside, CA 92056, Federal Tax ID #95-6131483, for Tri-City Hospital Foundation’s general use and purpose.

3. Residual Bequest

I hereby give, devise and bequeath to Tri-City Hospital Foundation, a nonprofit organization located at 4002 Vista Way, Oceanside, CA, 92056 Federal Tax ID # 95-6131483, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for Tri-City Hospital Foundation’s general use and purpose. 

4. Contingent Bequest

If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to Tri-City Hospital Foundation, 

Restricted Bequests

If you are considering a bequest but would like to ensure that your bequest will be used for a specific purpose, please let us know. We would be happy to work with you and your attorney to help you identify ways to give and meet your charitable objectives. We will also work with you and your attorney to craft language to accomplish your goals.

Bequest to benefit a Specific Program or Project at Tri-City Medical Center

I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to Tri-City Hospital Foundation, a nonprofit organization located at 4002 Vista Way, Oceanside, CA 92056, Federal Tax ID #95-6131483, for Tri-City Hospital Foundation’s use in supporting ____________________ at Tri-City Medical Center.

If you are making a restricted bequest, we recommend that your attorney include the following provision to give Tri-City Hospital Foundation flexibility should it no longer be possible for our Tri-City Hospital Foundation to use your gift as you originally intended: 

If, in the judgment of the Board of Trustees of Tri-City Hospital Foundation, it shall become impossible for Tri-City Hospital Foundation to use this bequest to accomplish the specific purposes of this bequest, Tri-City Hospital Foundation may use the income and principal of this gift for such purpose or purposes as the Board determines is most closely related to the restricted purpose of my bequest.

Contact Us

Please contact Glen Newhart, MBA, CFRE, President, at 760-940-3520, if you have any questions about how to make a bequest to Tri-City Hospital Foundation or to request any additional information that might be helpful to you and your attorney as you consider making a bequest to us.

If you have already included a bequest for Tri-City Hospital Foundation in your estate plan, please contact us to let us know. We would like to thank you and recognize you for your generous gift.

Tri-City Hospital Foundation is focused on bringing together this community to engage donors in support of Tri-City Medical Center. For more information or to make a gift today call (760) 940-3370. A member of the Development Team will be pleased to help you and/or your financial advisor, together we can craft a planned gift to meet your charitable and financial goals.

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