Below is suggested language to share with your estate planner. Please contact us to discuss a restricted gift:
Unrestricted Gifts: I give, devise and bequeath to HSS Foundation, located at 535 East 70th Street, New York, NY 10021 the sum of $X (or x% of my residuary estate) and with the federal tax identification number of 13-6714749, as an unrestricted gift to be used for its general purposes.
Restricted Gifts: I give, devise and bequeath to Hospital for Special Surgery, located at 535 East 70th St., New York, NY 10021 and which has the federal tax identification number of 13-1624135, the sum of (or x% of my residuary estate). It is my preference that this bequest be used to support XXX, or similar projects that may need financial assistance at the time my bequest is received.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.