Planned Giving

Planned Giving

Are you interested in giving back to your community through your will or estate? For more information, please see the language below to include in your will or estate:

Bequest Language:

The following are examples of three outright gift provisions. The sample language illustrates how a bequest might be structured and is intended to be used only for educational purposes as opposed to legal advice. We encourage donors interested in making a gift to Centre Lifelink EMS to share this information with their advisors, and recommend that anyone undertaking such estate planning do so in consultation with legal, tax, and other advisors as appropriate.

Specific Bequest to Centre Lifelink EMS A specific bequest gives a specific item or specific piece of property to Centre Lifelink EMS. These types of bequests are fulfilled first, before cash and residuary bequests. If you as the donor dispose of the specified property during your lifetime, there will be no bequest to Centre Lifelink EMS. “I give ________________ (describe asset) to Centre Lifelink EMS, a Pennsylvania non-profit organization, located at: 125 Puddintown Road, State College, PA 16801, to further the objectives and purposes of Centre Lifelink EMS.” Cash Bequest to Centre Lifelink EMS A cash bequest provides Centre Lifelink EMS with a specified sum of money from a your estate. These bequests are fulfilled second, after specific and before residuary bequests. “I give _____ Dollars ($_____) to Centre Lifelink EMS, a Pennsylvania non-profit organization, located at: 125 Puddintown Road, State College, PA 16801, to further the objectives and purposes of Centre Lifelink EMS.”

Residuary Bequest to Centre Lifelink EMS A residuary bequest is made from the residue, or what remains in your estate after specific and cash bequests, taxes, settlement costs and debts are satisfied. This type of bequest is sensitive to changes in the size of the estate over time. “I give the residue (or _____ percent of the residue) of my estate to Centre Lifelink EMS, a Pennsylvania non-profit organization, located at: 125 Puddintown Road, State College, PA 16801, to further the objectives and purposes of Centre Lifelink EMS.”

For any questions regarding planned giving, please contact Marketing, Development and Relationship Manager, Lauren Shurgalla, here.