Establish Your Bequest
Include a gift to Prisma Health Upstate in your estate plans and make an impact for generations to come.
A bequest is a gift to Prisma Health-Upstate Foundation made at the time of your passing, often through a will or living trust. Establishing a bequest is a powerful way to demonstrate your support now, and entitles you to membership in our Prisma Health-Upstate Foundation Legacy Society.
You may amend or revoke your bequest at any time if your situation changes.
For more information, please reach out to us.
Jim Kaltenbach, CFRE & Legacy Society Member
Prisma Health-Upstate Foundation
Office: 864-797-7734
Jim.Kaltenbach@PrismaHealth.org
Sample Bequest Language
Note: Prisma Health does not provide legal or tax advice. As you consider your charitable gift, please consult with your attorney and tax advisor to determine any legal, financial, and tax implications to you and your family.
The following language may be used to make a philanthropic gift to Prisma Health-Upstate Foundation by will or living trust:
I give, devise and bequeath to Prisma Health-Upstate Foundation, a nonprofit corporation existing under the laws of the State of South Carolina, ___________ (percent of my estate, dollars, property, securities, etc.) to be used for ___________________ (name of program or fund) at Prisma Health-Upstate Foundation.
Legal Name:
Prisma Health-Upstate Foundation
Address of Principal Office:
Prisma Health-Upstate Foundation
300 E McBee Avenue, Suite 401
Greenville, SC 29601
State of Incorporation:
South Carolina
Tax Identification No.:
93-2009608
Contact Person:
Jim Kaltenbach, CFRE & Legacy Society Member
Prisma Health-Upstate Foundation
Office: 864-797-7734
Jim.Kaltenbach@PrismaHealth.org
“As a society we often invest in things that will eventually crumble, when our family worked with the Prisma Health team we realized investing in health care most closely aligned with our needs.” Grateful Family