Ways to Give
A practical way to make a planned gift to MemorialCare Long Beach is to include Memorial Medical Center Foundation in your will or revocable trust, or as a beneficiary of your retirement plan or life insurance. If you have already made a provision to include MemorialCare Long Beach in your financial planning, please notify us by completing and returning this document. By documenting your bequest intention, Memorial Medical Center Foundation will have an opportunity to recognize your generous support in your lifetime.
Information provided to signify your bequest intention to MemorialCare Long Beach will remain completely confidential unless you authorize Memorial Medical Center Foundation to publicize your gift. Memorial Medical Center Foundation understands that all bequest provisions are revocable, and any intentions stated here are not binding on you or your estate.
I have made revocable gift commitments for MemorialCare Long Beach as follows (check all that apply):
Bequest Approximate value: $_______________ or Percentage of overall estate: ___% (approximate value: $_______________)
Life Insurance Policy Approximate value: $_______________
IRA or other retirement plan Approximate value: $_______________
Other asset Approximate value: $_______________
Recognition (Select one.):
I/we accept membership into the Memorial Seaside Legacy Circle (recognition society for donors who have included MemorialCare Long Beach in their estate plan). Please publish my/our name(s) among your lists of Memorial Seaside Legacy Circle members.
Please clearly print the text as it should appear: _____________________________________________
Please do not list my/our name(s) publicly.
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Signature
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Date
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Name (please print)
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Signature
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Date
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Name (please print)
Contact information—representative of my estate:
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Name
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Telephone
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Role
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Email
I have attached documentation from my will, retirement plan, life insurance policy, or trust.
If your gift is for a percentage of your estate, rather than a fixed amount, MemorialCare will be happy to use your good faith estimate of the current value based on this percentage. While not required, you may wish to include a copy of the relevant portion of related documents.
© Gift Planning Marketing. This document is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.