Gifts by Will or Trust

image showing information about gifts by will or trust

How it works:

  1. You can make a future gift to Baptist Health Care Foundation now by including a bequest provision in your will or revocable trust.
  2. Your will or trust directs assets to your heirs.
  3. Your will or trust directs a bequest to the Foundation for the purpose(s) you specify.


  • Your assets remain in your control during your lifetime.
  • You can modify your bequest if your circumstances change.
  • You can direct your bequest to a particular purpose (please check with the Foundation to ensure your gift can be used as intended).
  • There is no upper limit on the estate tax deductions that can be taken for charitable bequests.
  • You can feel assured that your bequest will support the Foundation in the way you intended when you are gone.

Consider a gift by will or trust if you:

  • Want to help ensure the Foundation's future viability and strength.
  • Think long-term planning is more important than an immediate income-tax deduction.
  • Want the flexibility of a gift commitment that doesn't affect your current cash flow.

Please contact us at  850.469.7906 prior to making a gift by will or trust to ensure it follows our Gift Acceptance Policies.