Sample Language for Your Estate Planning
Supporting Packard Health through your estate plan is easier than you might think. Explore the simple options below, along with sample language you can bring to your attorney or financial advisor.
We encourage donors to consult with their attorney or financial advisor when preparing estate plans. We are happy to work with you and your advisors to craft a bequest that reflects your wishes and maximizes your impact on community health.
Tax ID: 38-2269817
General (Unrestricted) Bequest
“I give [insert dollar amount, percentage of estate, or description of asset] to Packard Health, a nonprofit corporation organized under the laws of the State of Michigan, with a business address of 2650 Carpenter Rd., Ann Arbor, MI 48108, and federal Tax ID number 38-2269817, to be used for its general charitable purposes.”
Specific Program or Purpose Bequest
“I give [insert dollar amount, percentage of estate, or description of asset] to Packard Health, a nonprofit corporation organized under the laws of the State of Michigan, with a business address of 2650 Carpenter Rd., Ann Arbor, MI 48108, and federal Tax ID number 38-2269817, to be used for [describe specific program or purpose—for example, behavioral health services, care for patients experiencing homelessness, or other area]. If, in the judgment of Packard Health, it becomes impossible to carry out the stated purpose, the gift may be used in a way that most closely aligns with my original intent.”
Residual Bequest
“I give all [or insert percentage] of the residue of my estate to Packard Health, with a business address of 2650 Carpenter Rd., Ann Arbor, MI 48108, and federal Tax ID number 38-2269817, for its general charitable purposes.”
Beneficiary Designation (for retirement plans, IRAs, or life insurance)
“Packard Health, federal Tax ID number 38-2269817 is the beneficiary of [all or a percentage] of my [name of account or policy].”
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