How to Make a Bequest

Make a bequest

Many of us hope we can help make the world a better place by giving to an organization that makes a real difference in peoples’ lives. Some people are unable to do this immediately, but by planning for the future and making a bequest in your Will you can make this hope a reality.

By gifting to the Grillo Health Information Center, you will be supporting individuals and families who are struggling with a health crisis or condition to improve the quality of their lives.

Your Will is important – it’s your right to choose

Your Will is a legal document which allows you to choose who will receive your assets when you die. If you do not have a Will you lose this right. For peace of the Grillo Health Information Center and for your loved ones, it is very important to have an up-to-date Will which reflects your current financial situation and allows you to choose. Your solicitor or trustee company can assist you or the Grillo Health Information Center can suggest solicitors or trustee companies who may be able to help you.

How to make a bequest to Grillo Health Information Center

Making a bequest to the Grillo Health Information Center can be general or you may want your funds to specifically go to one of Grillo Health Information Center’s various programs.

You can do this by nominating the Grillo Health Information Center as the beneficiary or part-beneficiary to things such as:

  • A specific amount or a percentage of your Will.
  • Property such as a house or land.
  • Specific items such as money, shares, jewelery or special collections.
  • An insurance policy.
  • Establishing a trust fund where the interest earned is donated.
  • Donating ‘all the rest’ and/or the residue of the estate’.

How should I word a bequest to Grillo Health Information Center?

We suggest that you use the following wording:
“I give the sum of $……… to the Grillo Health Information Center for the general purposes thereof.”

Should you wish to direct the gift to a specific area, we recommend:
I give the sum of $……… to the Grillo Health Information Center for the specific purpose of…(for example, “Stahl Health Lecture Series” or “Senior or Minority Outreach”)

How can we help

If you are considering a bequest to the Grillo Health Information Center and would like to discuss this, please contact the Grillo Health Information Center’s Executive Director at 303 956-4152, or by email at johnnydaurio@grillocenter.org .

Letting us know

If you do decide on a bequest, we would appreciate you letting us know. This will assist us with forward planning, and will also enable us to thank you personally and hopefully discuss with you how we might invest your future gift.

We hope you’ll tell us when you have named Grillo Health Information Center in your will. We would very much like the opportunity to thank you for your generosity.

Sample Bequest Language

I give, devise and bequeath to the Grillo Health Information Center of Boulder, Colorado, a not-for-profit organization, “the sum of ________”;      or “_______ percent of my estate” to be used to best promote the mission of the Grillo Health Information Center.

For Your Attorney

If you choose to bequeath securities, life insurance policies, or other legal assets,  they should be made payable or transferable to:

Grillo Health Information Center
4715 Arapahoe Avenue
Boulder, CO 80303
303 956-4152

johnnydaurio@grillocenter.org

The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney.

The content provided on this website is for information only. It is not intended as medical advice and does not replace a one on one consultation with a qualified health care professional. The Grillo Center encourages you to make your health care decisions in partnership with a qualified health care professional.