GIFT PLANNING MENU

Learn About Wills and Bequests


An excellent way to support the mission of Baptist Health South Florida Foundation is to leave a gift in your will or living trust. Sometimes called a bequest, this type of gift allows you to use and enjoy your property during your lifetime, and make a gift that is meaningful to you and your family. A bequest demonstrates how you'd like to be remembered, without the concern for running out of money during your lifetime.

What are the benefits of making a bequest?

  1. Make a gift that is meaningful to you
  2. Establish how you'd like to be remembered
  3. Possible tax savings with proper planning

How can I learn more?


How do I make a bequest?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or Baptist Health South Florida Foundation as part of your estate plan.

If you are interested in leaving a gift to Baptist Health South Florida Foundation click on the Will Planner link to get started, view a video or request our Free Estate Planning Guide. These tools will help you prepare to meet with your professional advisors.

What are my options?

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset
  2. You can gift a percentage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets

How do I get started?


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