For Financial and Legal Advisors
The Foundation for Ellis Medicine nurtures a philanthropic environment that fosters stewardship, relationships and generosity in support of Ellis Medicine and its lifesaving role in our community.
Planned gifts such as bequests to Ellis can help your clients achieve their financial, philanthropic, and estate-planning goals, and qualify for sizable deductions in income, capital gains, and estate taxes. Call us - we want to help you make sure that your clients wishes are carried out as intended.
The official bequest language is: "I, [name], of [city, state, zip], give, devise, and bequeath to The Foundation for Ellis Medicine [written amount or percentage of the estate or description of property] for its unrestricted use and purpose or [for the purpose of _____________________]."
If your client’s intention is to leave a portion of his/her estate to support hospital healthcare in Schenectady, his/her will must state that the bequest will go to The Foundation for Ellis Medicine. The Foundation raises funds, including those left through estate planning, for acute care in Schenectady at all three campuses - Ellis Hospital, Ellis Health Center, and Bellevue Woman's Center. Your client may choose to restrict his/her bequest to the Ellis Health Center, or to any of the lifesaving programs provided by Ellis Medicine. Call us - we want to help you make sure that your clients wishes are carried out as intended.
To learn more contact The Foundation for Ellis Medicine by calling 518.243.4600.