Wills & Charitable Bequests

Memorial Gifts Offer Special Recognition and Meaning

Just a few sentences in your will or trust are all that is needed. Share the sample bequest language for Camillus House with your estate planning attorney:

“I give, devise and bequeath to Camillus House, a non-profit corporation organized under the laws of the State of Florida and located in Miami, Florida, the sum of {dollar amount}/or percentage of {%}/or residue of my estate for the {designated use by Camillus House} for the purpose of {name purpose, if any}.”

Upon completion of the will naming Camillus House as a beneficiary, we ask that you send a copy of the relevant pages/sections of the will showing the naming of Camillus House as a beneficiary.

Here’s How it Works

To make a charitable bequest, you need a current will or revocable living trust, leaving part of your estate to family and part to Camillus House.

Your gift may be a percentage of your estate. Or you may make a specific bequest by allocating a certain amount of cash, securities or property. After your lifetime, Camillus House receives your gift. When planning a future gift, it’s sometimes difficult to determine what size donation will make sense. Emergencies happen, and you need to make sure your family is financially taken care of first. Including a bequest of a percentage of your estate ensures that your gift will remain proportionate no matter how your estate’s value fluctuates over the years.

Questions?

If you have any questions about Wills and Bequests, contact Christine Perez, Vice President of Development, [email protected] or by calling 305-533-0192.