Sample Bequest Language

Ready to consider a bequest?
Below is some sample language for general and specific bequests for your review.

General Bequest

A general bequest specifies a dollar amount or percentage of one’s residuary estate to be used for the general purposes of the Trust. To include such a provision in your will, we suggest the following:

“I hereby give, devise and bequeath to the Connecticut Trust for Historic Preservation, Inc., __ dollars ($__), or __ percent (__%) of my residuary estate, whichever is less, to be used for the benefit of the Connecticut Trust as the Trustees thereof may direct.”

 

Contingent Bequest

A contingent bequest takes effect only if the primary intention cannot be met. For exam

“If (primary beneficiary) does not survive me, then I give to the Connecticut Trust for Historic Preservation, Inc., all the rest, residue, and remainder of my estate to be used as the Trustees may determine.”

Important Information

If you include the Trust in your plans, please refer to this information:

Full Organization Name:  Connecticut Trust for Historic Preservation, Inc.

Address:  940 Whitney Avenue, Hamden, CT 06517

Federal Tax ID:  06-0979808    

Need more information about planned giving?

Become a Member or Donate Today!

 

GET INVOLVEDDONATE