Making a planned gift is a wonderful way to show your support and appreciation for Healwell and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals. With smart planning, you may actually increase the size of your estate and/or reduce the tax burden on your heirs. And...? You will know that you have made a meaningful contribution to Healwell.

Giving to Healwell can be done either directly, through your life insurance, or through a gift model that can provide you with tax benefits. Your gift may be a specific dollar amount, a percentage of your estate, or the remainder after all other provisions are specified. Talk with your lawyer about various gift models that you might consider.

Useful Information:

• Legal name: Healwell

• Address: 2300 Wilson Blvd., Suite 700, Arlington, VA 22201

• Federal Tax Identification Number: 27-0743419

If you have named Healwell in your will or trust, please let us know so we can ensure that your gift is used according to your wishes. Notifying us of your plans will enable us to plan for the use of your future gift. However, if you prefer to remain anonymous, we will keep your name and gift in strict confidence.

Sample Language:

Should you wish to include Healwell in your will, the following language may assist you and your attorney in preparing your bequest to Healwell:

“I, [name], of [city, state, ZIP], give, devise and bequeath ____ (a specific dollar amount, percentage of the residue of your estate, or a specific asset such as a bank account, stock, or real estate) to Healwell (EIN: 27-0743419) located at 2300 Wilson Boulevard, Suite 700, Arlington, VA 22201 for its general purposes or as the Board of Directors may direct.”