A bequest may be made in your will or trust directing a gift to St. Petersburg Free Clinic.

Benefits:

One of the easiest ways to make a planned gift.

Receive estate tax charitable deduction.

Lessen the burden of taxes on your family.

Leave a lasting legacy.

Options:

Gift of a specific dollar amount.

Gift of a percentage of your estate.

Gift of a specific dollar amount or percentage of your estate for a particular purpose.

Naming St. Petersburg Free Clinic as a beneficiary of your retirement asset such as an IRA account. This is easily accomplished by filling out a beneficiary designation form provided by your custodian. The full value of the gift is transferred tax-free at your death and your estate receives an estate tax charitable deduction.

Below are some examples of wording to name St. Petersburg Free Clinic as a beneficiary.

SPECIFIC MONETARY AMOUNT:  I hereby give and bequeath _______________________ Dollars ($__________________) to St. Petersburg Free Clinic located at 863 3rd Ave. N., St. Petersburg, Fl 33701, Tax I.D. # 23-7208280 to be used for general purposes. 

PERCENTAGE OF RESIDUE OF ESTATE:  I hereby give and bequeath ________ percent (_____%) of the rest and residue of my estate to St. Petersburg Free Clinic located at 863 3rd Ave. N., St. Petersburg, Fl 33701, Tax I.D. # 23-7208280 to be used for general purposes.  

RESTRICTED GIFT: SPECIFIC MONETARY AMOUNT:  I hereby give and bequeath _____________________ Dollars ($__________________) to St. Petersburg Free Clinic located at 863 3rd Ave. N., St. Petersburg, Fl 33701, Tax I.D. # 23-7208280 to be used for [insert donor restriction].  

RESTRICTED GIFT: PERCENTAGE OF RESIDUE OF ESTATE:  I hereby give and bequeath ________ percent (_____%) of the rest and residue of my estate to St. Petersburg Free Clinic located at 863 3rd Ave. N., St. Petersburg, Fl 33701, Tax I.D. # 23-7208280 to be used for [insert donor restriction].  

GIFT FROM A TRUST: [Insert contingency (e.g., Upon the death of my spouse)], the Trustee shall distribute ________________ Dollars ($__________________) to St. Petersburg Free Clinic located at 863 3rd Ave. N., St. Petersburg, Fl 33701, Tax I.D. # 23-7208280, free and clear of trust, to be used for general purposes.

Questions? Contact Debbie Sokolov, CFRE- phone: 727.821.1200 ext 110

email: Debbie.Sokolov@StPetersburgFreeClinic.org