If you have been blessed by The Medical Strategic Network, Inc. you may want to leave a bequest gift. A bequest is one of the easiest gifts to make.  A bequest is a gift from your estate—a transfer of cash, securities, or other property—made through your estate plans. As you create or update your will, trust, retirement plan or life insurance, you can specify that a gift goes to The Medical Strategic Network, Inc.

Benefits of a charitable bequest:

1. A bequest gift may lower your taxable estate;
2. Based on your net worth, you may be able to reduce the amount of taxes that your family is obligated to pay;
3. A bequest gift to The Medical Strategic Network, Inc., will yield eternal impact.

You can give through your will, trust or beneficiary designation in your retirement plan, life insurance or annuity.

Specific dollar amount
You can list a specific dollar amount to be distributed to The Medical Strategic Network, Inc. This approach provides certainty and simplicity.

Percentage bequests
A specific percentage of your overall estate can be left to charity. For example, you can designate 10% of your estate to The Medical Strategic Network or to your local church.

Bequest of residuary
You can also direct that The Medical Strategic Network should receive a percentage or fraction of your remaining estate after all expenses, debts, taxes and other specific bequests have been paid.

Sample Bequest Language:

Bequest of a Specific Dollar Amount

I hereby give, devise and bequeath _________ dollars ($DOLLARS) to Medical Strategic Network Inc., a nonprofit organization located at PO Box 2052, Redlands, CA 92373, Federal Tax ID #41-1523054, for Medical Strategic Network Inc.'s general use and purpose.

Bequest of Specific Personal Property

I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to Medical Strategic Network Inc., a nonprofit organization located at PO Box 2052, Redlands, CA 92373, Federal Tax ID #41-1523054, for Medical Strategic Network Inc.'s general use and purpose.

Bequest of Specific Real Estate

I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to Medical Strategic Network Inc., a nonprofit organization located at PO Box 2052, Redlands, CA 92373, Federal Tax ID #41-1523054, for Medical Strategic Network Inc.'s general use and purpose.

Percentage Bequest

If you are considering making a bequest of a percentage of your estate to Medical Strategic Network Inc., we recommend the following language:

I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to Medical Strategic Network Inc., a nonprofit organization located at PO Box 2052, Redlands, CA 92373, Federal Tax ID #41-1523054, for Medical Strategic Network Inc.'s general use and purpose.

If you need further clarification regarding any of this information, please contact us at 760-249-6761.