Mesothelioma Foundation Expert Can Answer Your Questions!

Nurse Practitioner, Mary Hesdorffer, is a mesothelioma expert and has worked with mesothelioma patients and their families for the past twelve years. Mary is available to answer your questions about mesothelioma, its symptoms and treatments as well as options available to you. This help is a free service provided by the Mesothelioma Applied Research Foundation. We are not a law firm. Read more about the Mesothelioma Applied Research Foundation.

TO GET HELP CALL: (877) End-Meso or (877) 363-6376 or fill out the form to the right to be contacted by her.

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Sample Gift Language for your Will or Revocable Living Trust

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Sample Gift Language for your Will or Revocable Living Trust

A gift to the Meso Foundation in your will or revocable trust enables you to support our mission and make a difference in the lives of future generations. A bequest:

  • is easy to arrange.
  • will not alter your current lifestyle in any way.
  • can be easily modified to address your changing needs.

Residual Gift Language

A residual bequest comes to us after your estate expenses and specific bequests are paid:

I give and devise to the Mesothelioma Applied Research Foundation, located in Alexandria, VA, all (or state a percentage) of the rest, residue, and remainder of my estate, both real and personal, to be used for its general support (or for the support of a specific fund or program).

Specific Gift Language

Naming the Mesothelioma Applied Research Foundation as a beneficiary of a specific amount from your estate is easy:

I give and devise to the Mesothelioma Applied Research Foundation, located in Alexandria, VA, the sum of $___________ (or asset) to be used for its general support (or for the support of a specific fund or program).

Contingent Gift Language

The Mesothelioma Applied Research Foundation or its affiliates can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled:

If (insert name) is not living at the time of my demise, I give and devise to the Mesothelioma Applied Research Foundation, located in Alexandria, VA, the sum of $ _______ (or all or a percentage of the residue of my estate) to be used for its general support (or for the support of a specific fund or program).

Retirement Plan Beneficiary Language

You may name the Mesothelioma Applied Research Foundation as a beneficiary of your IRA or other qualified retirement benefits. Donors should consult with their tax advisor regarding the tax benefits of such gifts.

Naming the Meso Foundation as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh or profit-sharing pension plan will accomplish a charitable goal while realizing significant tax savings. It can be costly to pass such assets on to heirs because of heavy tax consequences. By naming the Meso Foundation as a beneficiary of a retirement plan, the donor maintains complete control over the asset while living, but at the donor's death the plan passes to support the Meso Foundation free of both estate and income taxes.

Making a charitable gift from your retirement plan is easy and should not cost you any attorney fees. Simply request a change-of-beneficiary form from your plan administrator. When you have finished, please return the form to your plan administrator and notify the Mesothelioma Applied Research Foundation. We can also assist you with the proper language for your beneficiary designation to the Meso Foundation.

Customized Language

If you or your attorney would like the Meso Foundation to provide you with customized beneficiary language that is specific to your goal and interest, please contact us.

Need a codicil? Please click here to downloadOpens new window.


The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2017 VirtualGiving.com

The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2017 VirtualGiving.com

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