Planned Giving
Trinity Health Office of Philanthropy – Muskegon, Shelby & Grand Haven
The Office of Philanthropy is grateful to accept planned gifts from generous donors wishing to support the future of our Mission. There are a variety of ways in which you can support exceptional health care in our community and make a difference in the lives of the patients we serve on the Lakeshore, while also ensuring that your generosity creates a lasting and meaningful legacy.
In addition to fulfilling your philanthropic interests, planned gifts are simple and a great way to take advantage of the tax benefits associated with charitable giving. We are here to help you explore the many ways you can give.
Estate Gifts
Trinity Health can be included in your estate plans through:
If you are interested in naming Trinity Health as a beneficiary in your will or trust, you can use the sample bequest language found at the bottom of this page.
Income-Producing Gifts
Planned giving strategies can be financially beneficial, providing steady income streams during your lifetime. Consider establishing a:
Contact Us
Emma Peterson, Director of Philanthropy
231-672-1484
emma.peterson@trinity-health.org
If you are considering a planned gift, we would love to chat with you. If you have already included Trinity Health in your estate plans, please let us know so that we can thank you and learn more about your intentions.
If you choose to include Trinity Health in your estate plans, please use our legal name, address and federal tax ID listed below. Trinity Health encourages its donors to consult with their financial and/or legal advisors when making decisions regarding their estate plans.
Legal name: Mercy Health Partners (DBA Trinity Health Muskegon)
Address: 1500 E. Sherman Blvd., Muskegon, MI 49444
Federal tax ID number: 38-2589966
Bequest Information
To make a bequest, you should speak with your attorney. Your attorney can help you include a bequest to Trinity Health in your estate plan. The Office of Philanthropy serves three hospitals. If your intention is to benefit a specific hospital, please indicate the location – Trinity Health Muskegon, Trinity Health Grand Haven, or Trinity Health Shelby. We have provided some basic bequest language to assist you and your attorney.
If you choose to make a planned gift to Trinity Health, please let us know by calling Emma Peterson at 231-672-4814. We would love to learn more about your intentions and say thank you.
Will/Bequest Language
1. Specific Bequest
If you are considering making an outright bequest to Trinity Health, we recommend the following language:
Bequest of a Specific Dollar Amount
I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to Trinity Health, a not-for-profit organization located at 1500 E. Sherman Blvd., Muskegon, MI, 49444; Federal Tax ID #38-2589966, (insert how you would like your gift to be used here, for example: (1) for Trinity Health's general use and purpose or (2) for a specific program or project).
Bequest of Specific Personal Property
I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to Trinity Health, a not-for-profit organization located at 1500 E. Sherman Blvd., Muskegon, MI, 49444; Federal Tax ID #38-2589966, (insert how you would like your gift to be used here, for example: (1) for Trinity Health's general use and purpose or (2) for a specific program or project).
Bequest of Specific Real Estate
I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to Trinity Health, a not-for-profit organization located at 1500 E. Sherman Blvd., Muskegon, MI, 49444; Federal Tax ID #38-2589966, (insert how you would like your gift to be used here, for example: (1) for Trinity Health's general use and purpose or (2) for a specific program or project).
2. Percentage Bequest
If you are considering making a bequest of a percentage of your estate to Trinity Health, we recommend the following language:
I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to Trinity Health, a not-for-profit organization located at 1500 E. Sherman Blvd., Muskegon, MI, 49444; Federal Tax ID #38-2589966, (insert how you would like your gift to be used here, for example: (1) for Trinity Health's general use and purpose or (2) for a specific program or project).
3. Residual Bequest
I hereby give, devise and bequeath to Trinity Health, a not-for-profit organization located at 1500 E. Sherman Blvd., Muskegon, MI, 49444; Federal Tax ID #38-2589966, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for (insert how you would like your gift to be used here, for example: (1) for Trinity Health's general use and purpose or (2) for a specific program or project).
4. Contingent Bequest
If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to Trinity Health, a not-for-profit organization located at 1500 E. Sherman Blvd., Muskegon, MI, 49444; Federal Tax ID #38-2589966, DESCRIPTION OF PROPERTY (insert how you would like your gift to be used here, for example: (1) for Trinity Health's general use and purpose or (2) for a specific program or project).