GIFT
PLANNING
When you make a planned gift to Virtua Foundation, you can have the greatest impact, reaching beyond your lifetime to help shape the future of health care in South Jersey.
Text Resize

Bequest Language

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 to be made to family, friends or Virtua Foundation as part of your estate plan.

If you wish to name Virtua Foundation in your will or trust, our full name and address should be used:

Virtua Health Foundation Inc., 50 Lake Center, 401 Route 73 North, Suite 301, Marlton, NJ 08053

Tax ID

Our Federal Tax Identification Number is: 04-3722352


Sample Bequest Language for your Will or Trust

  1. Specific Bequest

    Naming Virtua Foundation as a beneficiary of a specific amount or asset:

    "I give and bequeath ____ dollars ($______) (or other asset) to Virtua Foundation, a non-profit institution incorporated in the State of New Jersey with a business address of 50 Lake Center, 401 Route 73 North, Suite 301, Marlton, NJ 08053 to be used for its general support."

  2. Residual Bequest of the estate

    A residual bequest comes to Virtua Foundation after the estate expenses and specific bequests are made:

    "I give and bequeath _____ percent (___%) of the residue of property owned by me (or held hereunder) at my death, whether real or personal, and wherever located to Virtua Foundation, a non-profit institution incorporated in the State of New Jersey with a business address of 50 Lake Center, 401 Route 73 North, Suite 301, Marlton, NJ 08053 to be used for its general support."

  3. Contingent Bequest

    Virtua Foundation can be named as a contingent beneficiary in your will or trust if one of your specific bequests cannot be fulfilled:

    "If (insert name) (insert location and/or relationship to person) survives me, I devise and bequeath (specific amount or percentage) of the remainder and residue of property owned at my death, whether real or personal, and wherever located to (insert name). If (insert name) does not survive me, then I devise and bequeath (specific amount or percentage) of my residuary estate, whether real or personal property, and wherever located to Virtua Foundation, a non-profit institution incorporated in the State of New Jersey with a business address of 50 Lake Center, 401 Route 73 North, Suite 301, Marlton, NJ 08053 to be used for its general support."

  4. Customized Language

    If you are interested in supporting a specific program at Virtua Foundation, please contact us to help you and your attorney draft customized language that is specific to your goal and interest.

scriptsknown