Planned Giving

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Wills and Bequests

Leave a home healthcare and hospice legacy—remember Livingston Memorial Visiting Nurse Association in your estate plans.

The easiest planned gift is a simple bequest that names Livingston as a beneficiary in your Will or Living Trust. This is a revocable provision that can be changed at any time, but when realized can help to sustain the charitable mission of Livingston for generations.

A bequest can leave Livingston a fixed dollar amount, a percentage, or the residual of your estate. The amount you designate will pass to Livingston free of estate taxes.

Suggested language for your attorney to use follows:

Percentage of estate or residual bequest:
"I give, devise, and bequeath to Livingston Memorial Visiting Nurse Association, a 501(c)(3) tax-exempt organization, federal tax identification number 95-1693538, for its general purposes, all [or specify fraction or percentage of estate] of the rest, residue, and remainder of my estate, both real and personal."

Fixed amount or designated property:
"I give, devise, and bequeath to Livingston Memorial Visiting Nurse Association, a 501(c)(3) tax-exempt organization, federal tax identification number 95-1693538, for its general purposes, the sum of $______ [or a description of the real property, securities, or valued asset]."

We recommend you have an attorney review your will to ensure it conforms to the probate laws of California or the state where you live. If you do not have an attorney, at your request, we can provide you with a planned giving resources list that includes estate and tax planning attorneys. You can also call your local Bar Association to get a list of estate and tax planning attorneys.

For more information, please contact Molly Corbett, Development Director, at (805)642-0239 x603 or mcorbett@lmvna.org.

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