Sample Language for Your Will or Trust

The following language may help you and your attorney when drawing up a bequest that meets your needs.

“I give to Peterson Health Foundation, a nonprofit corporation currently located at 551 Hill Country Drive, Kerrville, TX 78028, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.”

*If you are interested in supporting a specific project or program, it is best to discuss your plans with our planned giving professionals before completing your bequest language to confirm your wishes can be met by Peterson Health Foundation.

Please note: The policies of Peterson Health Foundation do not allow Peterson Health Foundation or its representatives to serve as personal representative, executor, trustee or witness for a will or trust.

Useful Legal Information

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

Your Giving Toolkit

Gifts from Donor-Advised Funds

Sample Language for Your Will or Trust

Sample Beneficiary Designation

Sample Codicil

For Trustees and Advisors

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Tom Martin

Tom Martin

Executive Director of Development