Sample Beneficiary Designation

To designate Peterson Health Foundation as a beneficiary of a qualified retirement plan or other financial account, please use the following information:

Useful Legal Information

Legal name: Peterson Health Foundation
Address: 551 Hill Country Drive, Kerrville, TX 78028
Federal Tax ID number: 74-2645149

t

For More Information

Before deciding about your estate plan, consult an estate planning attorney. To learn more about how your gift will be put to use, contact Tom Martin, Director of Development/Foundation, at 830-258-7411 or tmartin@petersonhealth.org.

 

Your Giving Toolkit

Gifts from Donor-Advised Funds

Sample Language for Your Will or Trust

Sample Beneficiary Designation

Sample Codicil

For Trustees and Advisors

I'm here to help

Tom Martin

Tom Martin

Executive Director of Development