Planned and Investment Giving

Bequests
An excellent way for you to support MobileMed’s mission is to leave us a bequest in your will or trust.There are a number of ways you can make a bequest to MobileMed. If you or your attorney would like sample language for making a bequest to MobileMed, please click here.

Specific Bequest
A specific bequest is making a gift of an asset such as real estate, a vehicle, other property or a gift of a specific amount. For example, you may wish to leave $10,000 to MobileMed.

Percentage Bequest
You may want to give a certain percentage of your estate to MobileMed. For example, you may wish to leave 10% of your estate to MobileMed.

Residual Bequest
A residual bequest is made from the estate balance after the will or trust has given away each of the specific bequests. A common residual bequest involves leaving a percentage of the residual of the estate to charity. For example, you may wish to leave 20% of the residual of your estate to MobileMed.

Contingent Bequest
A contingent bequest is made to charity only if the purpose of the primary bequest cannot be met. For example, you could leave specific property, such as a vacation home, to a relative, but the bequest language could provide that if the relative is not alive at the time of your death, the vacation home will go to MobileMed.

Beneficiary Designation
A beneficiary designation gift is a simple and affordable way to make a gift to support MobileMed. Consider designating us as a beneficiary of your retirement, investment or bank account or your life insurance policy.

Other Options
There are a number of other ways that donors can support access to healthcare for low-income Montgomery County residents today or with a planned gift. Please contact us to discuss giving options.

Already named Mobile Medical Care (MobileMed) in your estate plans?
Please let us know so we can thank you and recognize you for your gift!