A Gift in Your Will or Living Trust
Ready to start planning today? View and download your FREE copy of A Guide to Making Your Will: Direct Your Assets to the People and Causes You Care About Most.
A simple, flexible and versatile way to ensure we can continue our work for years to come is a gift in your will or living trust, known as a charitable bequest.
By including a bequest to HSS in your will or living trust, you are ensuring that we can continue our mission for years to come and you maintain control over your assets. If you would like to leave a gift to HSS but already have a will or trust, the easiest way is to make changes to your existing estate plan is through a codicil or amendment.
Check Out This Potential Scenario
When Tom and Martha got married, they made a point to put together a will to protect their assets. They both loved HSS and decided to include a bequest of $75,000 to us in their will.
As Tom and Martha's family grew to include three children, they decided to revise their gift to ensure their children's future financial security. They met with their attorney and simply revised the bequest language so that their gift to HSS was now a percentage of their estate instead of a specific amount. Tom and Martha now rest easy knowing when they die, their plans will provide for the people and charitable work they love.
Next Steps
- Contact Our Development Department at 212.606.1196 or development@hss.edu for additional information on bequests or to chat more about the different options for including HSS in your will or estate plan.
- Seek the advice of your financial or legal advisor.
- If you include HSS in your plans, please use our legal name and Federal Tax ID.
Unrestricted Gifts
Legal Name: HSS Foundation
Incorporated in: 535 East 70th Street, New York, NY 10021
Tax ID: 13-6714749
Restricted Gifts
Legal Name: Hospital for Special Surgery
Incorporated in: 535 East 70th Street, New York, NY 10021
Tax ID: 13-1624135
Please contact us to discuss a restricted gift.
Ready to start planning today? View and download your FREE copy of A Guide to Making Your Will: Direct Your Assets to the People and Causes You Care About Most.
Information contained herein was accurate at the time of posting. 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 any 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. California residents: 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. Oklahoma residents: 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. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance. A copy of our most recently filed financial report is available from the Charities Registry on the New York State Attorney General’s website (www.charitiesnys.com) or, upon request, by contacting the New York State Attorney General, Charities Bureau, 28 Liberty Street, New York, NY 10005, or us at 535 East 70th Street, New York, NY 10021. You also may obtain information on charitable organizations from the New York State Office of the Attorney General at www.charitiesnys.com or (212) 416-8401.
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