Planned Giving

Bequest Language

The provisions in your will or living trust for making a bequest to Fred Hutchinson Cancer Research Center will depend on the type of gift, state law, and your unique circumstances. The following sample language is provided to assist you and your estate counsel.

General Bequests
General bequests are the most valuable, as they allow Fred Hutchinson Cancer Research Center to apply your gift wherever the need is the greatest.  Examples of general bequests include:

Specific general bequest
"I give to Fred Hutchinson Cancer Research Center, a Washington nonprofit corporation located in Seattle, Washington, or its successor organization, the sum of $ _________ (or % of my estate), (or other personal property herein described) to be used for its general support and charitable purposes without restriction."
Residuary general bequest
"I give to Fred Hutchinson Cancer Research Center, a Washington nonprofit corporation located in Seattle, Washington, or its successor organization, (all or a % of) the residue of the property owned by me at death, real and personal and wherever situated to be used for its general support and charitable purposes without restriction."
"Greater of" residuary general bequest
"I give to Fred Hutchinson Cancer Research Center, a Washington nonprofit corporation located in Seattle, Washington, or its successor organization, the greater of _____ % of my estate or $_______  to be used for its general support and charitable purposes without restriction."

Contingent Bequests
It is possible that the primary beneficiary or beneficiaries of your estate may not be there in the future.  In such case, a contingent bequest naming Fred Hutchinson Cancer Research Center as a contingent beneficiary can provide a meaningful alternative.

"I give the residue of the property owned by me at my death, real and personal and wherever situate, to _____________________, if he/she survives me. If he/she does not survive me, I give to Fred Hutchinson Cancer Research Center, a Washington nonprofit corporation located in Seattle, Washington, or its successor organization, the residue of the property owned by me at death, real and personal and wherever situated to be used for its general support and charitable purposes without restriction."

Bequest restricted for a specific use*
Some donors desire their gift to support a specific project, program, or area of research.  Restricted bequests are welcome, although it is important they provide for some flexibility to adapt to changing needs and programs.

"I give to Fred Hutchinson Cancer Research Center, a Washington nonprofit corporation located in Seattle, Washington, or its successor organization, the sum of $_________ (or % of my estate), (or other personal property herein described) to be used for (designated purpose*).  If at any time it becomes impossible or impractical for my gift to be used for the above designated purpose, Fred Hutchinson Cancer Research Center shall use my gift for a purpose and in a manner that it determines most closely meets the above designated purpose."

* If you are interested in supporting a specific project, program, or area of research, it is best to discuss your plans with our planned giving professionals before completing your bequest language to confirm your wishes can be met by Fred Hutch.

Please note: The policies of Fred Hutchinson Cancer Research Center do not allow Fred Hutch or its representatives to serve as personal representative, executor, trustee or witness for a will or trust.

Legal Name: Fred Hutchinson Cancer Research Center
Federal Tax ID Number: 23-7156071
Address: 1100 Fairview Ave. N., Mail Stop J5-200, Seattle, WA 98109

Fred Hutchinson Cancer Research Center is a tax-exempt organization under section 501(c)(3) of the Internal Revenue Code, and contributions made to it are tax deductible to the extent permitted by law.  The purpose of these web pages is to provide general educational information about charitable gifts, financial considerations and estate planning. They are not intended as legal, accounting or other professional advice. For assistance in planning charitable gifts with tax and other financial implications, the services of appropriate advisers should be obtained. Consult an attorney for advice if your plans require revision of a will or other legal document.

A charitable bequest is one or two sentences in your will or living trust that leave to Fred Hutchinson Cancer Research Center a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

Bequest Language

"I give to Fred Hutchinson Cancer Research Center, a Washington nonprofit corporation located in Seattle, Washington, or its successor organization, the sum of $ _________ (or % of my estate), (or other personal property herein described) to be used for its general support and charitable purposes without restriction."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Fred Hutch or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support the mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Fred Hutch as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Fred Hutch as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Fred Hutch where you agree to make a gift to Fred Hutch and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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