Estate Planning

Charitable gifts that Shepherd Wellness Community receives through estate planning help to secure the continuation of our programs and services.

As you think of making plans for charitable estate gifts, please ask your legal advisor about the following possibilities for estate planning:

  • Bequests
  • Living Trusts
  • Retirement Plans
  • Certificates of Deposit
  • Savings Account
  • Life Insurance
  • Charitable Gift Annuity
  • Charitable Remainder Annuity Trust
  • Charitable Lead Trust

Because gift management practices vary geographically and estate and financial planning objectives vary from donor to donor, please contact your estate advisor, financial planning advisor or life insurance professional regarding your specific situation.

To ensure that your gift is received by Shepherd Wellness Community in the manner you desire, it is important to use proper language in your documents. The following sample bequest language provides wording that your attorney may want to use when naming Shepherd Wellness Community as a beneficiary:
“I give, devise and bequeath to Shepherd Wellness Community, Tax ID# 25-1781394, 4800 Sciota Street, Pittsburgh, PA 15224 for its general purposes all (or insert here the percentage or fraction) of the rest, residue and remainder of my estate, both real and personal.”

Thank you for including the Shepherd Wellness Community in your estate planning.