As part of the estate planning process, you can designate a beneficiary who will receive a portion of your assets as outlined in your will. This designation allows for the transfer of various assets, including but not limited to cash, securities, real estate, or personal property, according to your estate plans.Â
How can I include Shepherd Center in my will or estate plans?Â
- Designate a particular asset or a percentage of your estate to Athens Neighborhood Health Center by including a bequest provision in your will or revocable trust. You can do this while creating your will or trust or amend an existing one with a simple document. ANHC can be either a primary or a contingent beneficiary.Â
- Unless you specify otherwise, your gift will be used to support our top priorities.Â
- Inform ANHC of your commitment, which helps with planning and ensures your wishes can be fulfilled.Â
- ANHCÂ receives the gift after your lifetime and applies it to the purpose(s) you specified. Unrestricted charitable gifts are used to support top priorities.Â
- Your distribution is fully deductible for federal estate tax purposes, and there is no limit on the deduction your estate can claim. In addition, the gift is usually exempt from state inheritance taxes.Â
Legal Language and Tax IDÂ
If you wish to name Athens Neighborhood Health Center in your will or estate plan, we should be named as:
The ATHENS MODEL NEIGHBORHOOD HEALTH CENTER, INC, a non-profit corporation duly organized and existing under the laws of the State of Georgia, and located in Athens, Athens-Clarke County, Georgia.Â
Our tax identification number is EIN #58-1116210Â
If you have included Shepherd Center in your estate plans, email or call Brandy Booth at bbooth@aneighbor.org. We would like to thank you for your generous commitment to the future of Athens Neighborhood Health Center.Â
Sample Language for Bequests Under WillÂ
For your convenience, below, please find the language for making gifts by will to the Athens Neighborhood Health Center. These are merely suggestions and do not constitute legal, tax, or investment advice. Rather, they are intended as a guide to assist you for planning purposes. Your attorney will draft the exact language for incorporation in your will or codicil. Moreover, the execution (signing) of said document requires a high level of legal formality and, therefore, should be done at the direction and under the supervision of a professional.Â
Outright Bequest of a Percentage of Estate or a Specific Sum of MoneyÂ
"I give, devise, and bequeath to the ATHENS MODEL NEIGHBORHOOD HEALTH CENTER, INC. (EIN #58-1116210), a non-profit corporation duly organized and existing under the laws of the State of Georgia, and located in Athens, Athens-Clarke County, Georgia, (% of my estate or specific $ amount), to be added to the ___________ program (or to be unrestricted)." Â
Bequest of Residuary Estate: A Plan for Anything Left After Other RequestsÂ
"All the rest, residue, and remainder of my estate, both real and personal property of whatever kind and wherever situated, which I may own at the time of my death, I give, devise, and bequeath to the ATHENS MODEL NEIGHBORHOOD HEALTH CENTER, INC. (EIN #58-1116210), a non-profit corporation duly organized and existing under the laws of the State of Georgia, and located in Athens, Athens-Clarke County, Georgia, to be added to the ___________ program (or to be unrestricted)."Â
Codicil to Last Will and Testament: A Plan to Change an Existing WillÂ
"I, JOHN DOE, hereby modify and amend my Last Will and Testament, executed on the __________ day of __________________, in the year _______, (hereinafter "my Will"), by adding the following bequest: Â
"I give, devise, and bequeath to the ATHENS MODEL NEIGHBORHOOD HEALTH CENTER, INC. (EIN #58-1116210), a non-profit corporation duly organized and existing under the laws of the State of Georgia, and located in Athens, Athens-Clarke County, Georgia, the sum of                              ( $ amount )                 to be added to the ___________ program (or to be unrestricted)."  I also hereby make, reaffirm and republish all of the terms and provisions of my Will not in conflict with this codicil." Â