Bequest Language

Planning for the future and creating the legacy you wish to leave is one of the most effective ways to ensure a lasting impact. Making a gift in your will or living trust, known as a bequest, can guarantee that your legacy endures. Your gift may be a specific dollar amount, a percentage of your estate or the remainder after all other provisions are specified.

Our federal tax ID number is: 610978097

Below is suggested language to use when drafting your bequest.

The correct legal designation is: Hospice of the Bluegrass, Inc. dba Bluegrass Care Navigators, and the current address is: 1733 Harrodsburg Road, Lexington, KY 40504.

  • General Bequest: A General Bequest designates a specified dollar amount –

    I give INSERT DOLLAR AMOUNT to Hospice of the Bluegrass, Inc. dba Bluegrass Care Navigators, 1733 Harrodsburg Road, Lexington, KY 40504.

  • Specific Bequest: With a Specific Bequest, Bluegrass Care Navigators can be designated to receive a specific item of property –

    I give INSERT DESCRIPTION OF ITEM TO BE GIVEN to Hospice of the Bluegrass, Inc. dba Bluegrass Care Navigators, 1733 Harrodsburg Road, Lexington, KY 40504.

  • Residuary Bequest: A Residuary Bequest can be used to give all or a portion of your estate after payment of all debts, taxes, bequest, and expenses –

    I give all of the rest, residue and remainder of my estate to Hospice of the Bluegrass, Inc. dba Bluegrass Care Navigators, 1733 Harrodsburg Road, Lexington, KY 40504.

  • Percentage Bequest: A donor may make a bequest of percentage of his/her total or residuary estate –

    I give INSERT THE PERCENTAGE of my estate (OR of my residuary estate) to Hospice of the Bluegrass, Inc. dba Bluegrass Care Navigators, 1733 Harrodsburg Road, Lexington, KY 40504.

  • Contingent Bequest: In preparing your Will, it is important to consider the possibility that the named beneficiary of a bequest might die before you do or, for some reason, may decline the bequest. To anticipate this, you may wish to make Bluegrass Hospice Care an alternate or contingent beneficiary of a bequest –

    If my sister, Elizabeth, predeceases me or, for any reason, declines or disclaims any interest in my DESCRIBE THE BEQUEST OR PROPERTY, I give the property to Hospice of the Bluegrass, Inc. dba Bluegrass Care Navigators, 1733 Harrodsburg Road, Lexington, KY 40504.

  • Bequest to a Program/Site: A donor may specify a program and/or site for their gift –

    I give INSERT THE DOLLAR AMOUNT/PERCENTAGE of my estate to the Bereavement Program at the Hazard office of Hospice of the Bluegrass, Inc. dba Bluegrass Care Navigators, 1733 Harrodsburg Road, Lexington, KY 40504.

  • LIFE INSURANCE or RETIREMENT BENEFITS: For a life insurance policy or retirement benefits, simply obtain a Change of Beneficiary Form from your agent or retirement trustee and designate Bluegrass Care Navigators to receive a specified amount, a percentage, or the whole policy or account.

Please contact Laura Klumb at 859.296.6865 or lklumb@bgcarenav.org for more information.