When including a bequest provision, always use the legal name, Benedictine Health Foundation, Inc. and provide the Federal Tax Identification Number, 22-2243537. Please find the “Estate Intention Form” here:
Download Estate Intention Form
Regardless of the size of your estate, proper planning is important to ensure that the assets you have spent a lifetime accumulating are distributed according to your wishes. As with all tax and estate planning, please consult with your attorney or estate specialist. We will be glad to answer questions and offer suggestions confidentially based upon your personal circumstances and interests. Please contact the Benedictine Health Foundation at (845) 481-1303 or email firstname.lastname@example.org.
If you have already named the Benedictine Health Foundation as a beneficiary in your estate plans, please contact us to let us know of your generosity. This will allow us to thank and recognize you for the plans you have made.