Gift Planning

Gift Planning – Leaving a Legacy

Gift plans can create opportunities for you as a donor, as well as for MedStar Health. It’s important that the gift is right for you and your family, and there are many options from which to choose.

MedStar Health recognizes gift planning is a sensitive topic that deserves care and consideration. For that reason, we have enlisted the professional expertise of legacy planning consultant Thompson & Associates.  Thompson & Associates services are available to members of the MedStar Health family regardless of your intent to make a bequest to MedStar Health or other worthy organizations.

To learn more about the Thompson & Associates process or to talk with MedStar Health’s Gift Planning Officer, Dennis Boyle, JD, CFRE, please contact him at [email protected] or 202.877.3028.

Sample Bequest Language

Here is sample bequest language for you use to provide for MedStar Health or one of its entities in your Will.

  • Unrestricted Gift: A gift that can be used where need is greatest
    I give, devise, and bequeath to MedStar Health, Columbia, Maryland, (insert dollar amount) Dollars* to be used for its general purposes.
    OR
    I give, devise, and bequeath to insert specific MedStar entity name  (MedStar Washington Hospital Center, MedStar Georgetown University Hospital, MedStar Montgomery Medical Center, MedStar Southern Maryland Hospital Center, MedStar National Rehabilitation Network, MedStar Health Research Institute, MedStar St. Mary’s Hospital, MedStar Union Memorial Hospital, MedStar Franklin Square Medical Center, MedStar Good Samaritan Hospital, or MedStar Harbor Hospital), (insert city and state), or its successor, (insert dollar amount) Dollars* to be used for its general purposes.
  • Residuary Bequest: Leaves any remainder after all other bequests have been paid
    I give, devise, and bequeath to MedStar Health, Columbia, Maryland, (insert percentage amount) percent of the residue of my estate to be used for its general purposes.
    OR
    I give, devise, and bequeath to insert specific MedStar entity name  (MedStar Washington Hospital Center, MedStar Georgetown University Hospital, MedStar Montgomery Medical Center, MedStar Southern Maryland Hospital Center, MedStar National Rehabilitation Network, MedStar Health Research Institute, MedStar St. Mary’s Hospital, MedStar Union Memorial Hospital, MedStar Franklin Square Medical Center, MedStar Good Samaritan Hospital, or MedStar Harbor Hospital), (insert city and state), or its successor, (insert percentage amount) percent of the residue of my estate to be used for its general purposes.
  • Contingency Gift: Takes effect only if a primary intention can't be met
    In the event that (insert name) predeceases me, I give, devise, and bequeath his/her bequest or share to MedStar Health, Columbia, Maryland, to be used for its general purposes.
    OR
    In the event that (insert name) predeceases me, I give, devise, and bequeath his/her bequest or share to insert specific MedStar entity name  (MedStar Washington Hospital Center, MedStar Georgetown University Hospital, MedStar Montgomery Medical Center, MedStar Southern Maryland Hospital Center, MedStar National Rehabilitation Network, MedStar Health Research Institute, MedStar St. Mary’s Hospital, MedStar Union Memorial Hospital, MedStar Franklin Square Medical Center, MedStar Good Samaritan Hospital, or MedStar Harbor Hospital), (insert city and state), or its successor, or its successor, to be used for its general purposes.

*Rather than leaving a certain sum, you can include language that refers to a percentage of your estate or a description of the property you wish to give.

Most donors leave their gifts to MedStar Health or one of our entities without restriction. This allows MedStar Health to use these funds to help us fulfill our mission.

Donors who wish to designate the use of any gift, whether made during their life or through their estate, will have that wish honored. Bequest provisions designated for a specific program or activity require additional language. It is best to contact MedStar Health’s Gift Planning Officer, Dennis Boyle, JD, CFRE ([email protected] or 202.877.3028) in advance for assistance to ensure that your wishes are properly understood.