Planning Professionals Information

Legal Name
Our legal name is "Lawrence Memorial Hospital Endowment Association"

Suggested Bequest Through Will or Trust Language

Unrestricted Bequest:
"I give $___________ (or the following described property" or "the remainder of my estate") to Lawrence Memorial Hospital Endowment Association, 325 Maine, Lawrence, KS 66044.

Restricted Bequest:
"I give $__________ (or ______% of the following described property" or "the remainder of my estate") to Lawrence Memorial Hospital Endowment Association, 325 Maine, Lawrence, KS 66044. The income and principal of this gift are to be used for ______________________, provided, however, that the Board of Directors of the Association is authorized to make such use of the income and principal as it, in its sole discretion, determines is appropriate and proper, should the restricted uses of the bequest cease to exist. For investment purposes, the income and principal of this gift may be co-mingled with other assets of the Association. This gift may bear its proportionate share of expenses allocated by the Directors against invested assets of the Association.

Stock Transfer Information
Donors who wish to make a stock gift to Lawrence Memorial Hospital Endowment Association may ask their broker to handle an electronic transfer from their account to the Endowment Association should contact Kathy Clausing at 785-749-6134 or kathy.clausing@lmh.org.

Gifts of publicly traded securities or mutual fund shares are generally valued by the mean between the highest and lowest selling prices on the valuation date which is the date the gift is received by the Association.

LMH Endowment Association is a 501 (c) 3 tax exempt entity and gifts are deductible. FEIN# 48-0771515