Including Carson Tahoe in Your Estate Plan
To leave a bequest is to make a permanent statement of your values. It is by this act that the world will
remember you, what you cared about and what you stood for.
Bequests are also the most realistic way for donors to leave a legacy for succeeding generations. Over the past
decade, a handful of individuals, have left meaningful legacies for direct patient care through the Carson Tahoe
Health Foundation. Thanks to their bequests, the Carson Tahoe has been able to provide quality healthcare
close-to-home for the communities we serve.
Making a bequest is simpler than you thought. Your attorney can include the necessary language in your will, in
a codicil to your will, or in a revocable living trust.
Suggested Clauses
The clauses below are suggestions only. More extensive suggested language may be specifically tailored to your
needs by your attorney in consultation with CTH Foundation.
- Specific
I give, devise and bequeath [identify here a specific sum of money or a
specific
asset] to Carson Tahoe Health Foundation, PO Box 2168, Carson City, Nevada 89702, to be used for the benefit of
Carson Tahoe Health System, 1600 Medical Parkway, Carson City, Nevada 89703, in such a manner as the CTH
Foundation
Board of Directors may direct.
- Residuary
I give, devise and bequeath all [or a portion for example, fifty percent
(50%)]
of the rest, residue and remainder of my estate to Carson Tahoe Health Foundation, PO Box 2168, Carson City,
Nevada
89702, to be used for the benefit of Carson Tahoe Health System, 1600 Medical Parkway, Carson City, Nevada
89703, in
such a manner as the CTH Foundation Board of Directors may direct.
- Contingent
In the event that [insert name of primary beneficiary] shall not survive me,
or
shall die ninety (90) days from the date of my death, then I give, devise and bequeath [identify here a specific
sum
of money, a specific asset or the portion of the residual estate that would have been given to the primary
beneficiary] to Carson Tahoe Health Foundation, PO Box 2168, Carson City, Nevada 89702, to be used for the
benefit
of Carson Tahoe Health System, 1600 Medical Parkway, Carson City, Nevada 89703, in such a manner as the CTH
Foundation Board of Directors may direct.
- Restricted
I give, devise and bequeath [identify here the specific sum of money, the
specific asset or the portion of the residual estate] to Carson Tahoe Health Foundation, PO Box 2168, Carson
City,
Nevada 89702, to be used for the benefit of Carson Tahoe Health System, 1600 Medical Parkway, Carson City,
Nevada
89703, specifically for [describe the primary purpose, such as general purposes of the Hospital, capital
projects,
equipment, or program support cancer, cardiology, women & children's, etc].
NOTE: Use general language so that the restriction is not so limited as to prevent the Foundation from applying the
money in the most efficient way. If it is determined by the Board of Directors of the Carson Tahoe Health
Foundation that all or part of the gift is no longer needed, or for any reason cannot be used for the stated
purpose, then such portion of the gift may be used for other related purposes, which the Board of Directors
deems to be in the best interests of the Healthcare System, giving consideration to the original purposes
described above.
Many Friends of Foundation wish to support special programs or needs of the Hospital. In this case, your will or
trust should clearly state the intended purpose.