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Bequests to Lower Cape Fear Hospice Foundation

A gift by will or trust is the most frequently used method to make a deferred gift to a charity. Individuals who inform the agency that they have made a provision for Lower Cape Fear Hospice in their will or estate plan become part of the Sandy Morgan Society.

Sandy stickSandy Morgan was our first hospice patient in 1980. She was a beautiful woman inside and out. Sandy dedicated her life to helping others by enrolling in nursing school and planning to join the Peace Corps. Sadly, her life was cut short by cancer at age 28. We remember and celebrate her life through the Sandy Morgan Legacy Society.

Sample Bequest Language

Thank you for choosing Lower Cape Fear Hospice as a recipient of your legacy gift. We are sincerely grateful for your thoughtfulness and generosity.

The following are examples for illustration only.

When including a bequest provision in your will, always use the full legal name and provide the federal taxpayer identification number.

  • Our full, legal name is: Lower Cape Fear Hospice Foundation
  • Our federal taxpayer identification number is: 56-1391849.

Lower Cape Fear Hospice Foundation is the officially fundraising organization solely for the benefit and support of Lower Cape Fear Hospice, Inc.

Bequests for Lower Cape Fear Hospice Purposes

Unrestricted gifts to Lower Cape Fear Hospice Foundation will be used for the greatest need at the time to be determined by the Board. A general bequest to Lower Cape Fear Hospice Foundation is especially valued by us.

Specific Bequests

Endowment
“I give and bequeath the sum of $_____________ to the Lower Cape Fear Hospice Foundation Endowment Fund located in Wilmington, North Carolina

Gifts of $25,000 or more may open a named endowed fund for the perpetual support of the agency or for a specific purpose i.e. education of nurses.

“…to establish the ‘Jane Doe Memorial Fund-Endowed, in the Endowment Fund’ at the LOWER CAPE FEAR HOSPICE FOUNDATION, the income only from which is to be used to support the Education of Nurses.

“I give and bequeath the sum of Twenty-Five Thousand Dollars ($25,000.00) to the LOWER CAPE FEAR HOSPICE FOUNDATION ENDOWMENT FUND, located in Wilmington, North Carolina to establish the ________________________________________________ Fund-Endowed, at the LOWER CAPE FEAR HOSPICE FOUNDATION, the income from which is to be credited to the Annual Operation of Lower Cape Fear Hospice, Inc., and is to be recorded as the annual gift of __________________________.

With a bequest for a restricted purpose, it is advisable to include language such as the following, to enable the Lower Cape Fear Hospice Foundation to use the bequest despite changed conditions:

“If, in the opinion of the President and the Board of Trustees, all or part of this fund cannot be usefully applied to the above purpose, they may use the same for any purpose which in their opinion will most nearly accomplish my wishes and purposes.”

Bequests for Restricted Purposes

If you would like to honor a family member, a special person or provide support for a specific program or department that was meaningful to you, then you can designate your bequest specifically for that purpose. You simply use any form of the possible language included above, and replace “to be used for the benefit of [ insert purpose or intent ]” with the specific designation.

Often specific guidelines govern the use of these types of funds. Therefore, we recommend that you contact us to discuss your restricted gift. We are here to help you.

To learn more about bequests and estate gifts contact Laurie Taylor, vice president of development, at 910-796-7944 or email Laurie.Taylor@lcfh.org.