Bequest Language
Wake Forest Baptist Medical Center is composed of several different entities, including Wake Forest University Health Sciences (which includes the School of Medicine) and North Carolina Baptist Hospital. Each of these entities oversees different parts of our mission. For example, since the School of Medicine is technically a part of Wake Forest University Health Sciences, WFUHS administers scholarships and financial aid for medical students, the Nurse Anesthesia Program, and the PA Program. Most medical research is conducted under the auspices of WFUHS. Most patient support programs are administered by North Carolina Baptist Hosptial, as are some educational initiatives such as Continuing Education for Nurses and the Pastoral Care Program.
We strongly encourage you to contact the Charitable Planning advisors in the Office of Philanthropy and Alumni Relations prior to executing legal documents so that we understand and can abide by your wishes.
I give to
• Wake Forest University Health Sciences
• North Carolina Baptist Hospital
• Wake Forest Baptist Medical Center
Winston-Salem, North Carolina
• a specific amount
• a percentage of my estate
• all the rest, residue and remainder of my estate
for
• its unrestricted use
• its unrestricted endowment
• a specific fund
• a specific purpose
If you wish to create a named endowed fund with your bequest, please contact us in advance so we can prepare a simple fund agreement. Once the fund agreement is in place, your attorney will need only to name that fund in your will or living trust.
For Additional Information Contact:
Lori Osowski, Director, Charitable Gift Planning
Wake Forest Baptist Medical Center
Winston-Salem, North Carolina 27157
336-716-1058
losowski@wakehealth.edu
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.