You can leave a lasting legacy by naming Copley as a beneficiary in your will. A simple sentence is all it takes.

A will is the legal expression of your wishes for the disposition of your property to take effect at death. Beneficiaries (the heirs who receive the bequests) are the individuals and organizations especially important to you. Whether for the entire estate, or any portion of the estate, a fixed amount or a percentage of total assets, bequests are easy to make.

Here is some sample bequest language for use by potential donors and their attorneys:

Unrestricted Bequest
“I hereby give and bequeath _______ percent (_____%) of my estate /or/______________ dollars ($________) /or/ the residue of my estate] to Copley Hospital, a Vermont charitable corporation, E.I.N. # 03-0301457, with an address of 528 Washington Highway, Morrisville, VT, 05661, to be used for its general purposes.”

Restricted Bequest*
“I hereby give and bequeath _______ percent (_____%) of my estate /or/______________ dollars ($________) /or/ the residue of my estate] to Copley Hospital, a charitable corporation, E.I.N. # 03-0301457, with an address of 528 Washington Highway, Morrisville, VT 05661, with a preference for use for [specific purpose, program, department]. If at any time, in the judgment of the trustees of the organization, it is impossible or impracticable to carry out the designated purpose, then they shall determine an alternative purpose as near as possible to the donor’s original intent.”
*If you intend a restricted bequest, it is recommended that you contact Copley’s Development Office at 802.888.8301, prior to executing your will so that we can help ensure that your intentions will be fulfilled.
Please let us know if you do include Copley in your will, trust, or estate plan. We would appreciate the opportunity to express our gratitude to you during your lifetime.

You can name Copley Hospital as a beneficiary of a new or existing life insurance policy, individual retirement plan (IRA), Keogh Plan 401(k), 403(b) or qualified pension plan. In doing so, you can reduce your estate taxes.

A charitable gift annuity provides you income for life. As a donor, you make a gift to Copley using cash, securities or possibly other assets. In return, you become eligible to take a partial tax deduction for your donation, plus you receive a fixed stream of income for the rest of your life.

A Charitable Remainder Trust (CRT) is a gift of cash or other property to an irrevocable trust. You or your beneficiaries receive an income stream from the trust for a term of years or for life and Copley Hospital receives the remaining trust assets at the end of the trust term.

We encourage anyone wishing to donate in the form of trusts, life insurance, bequests, etc. to obtain professional counsel before making a gift.