Sample Bequest Language


Sample bequest language is provided here for your convenience. These options are intended as models for you to share with your legal advisor when you prepare or amend your will. Further, please consult with a qualified financial advisor to ascertain the full tax benefits of any planned gift.
 
To designate your gift for Revolutionary War and War of 1812 preservation and education, please download this suggested bequest language ».
 

UNRESTRICTED SPECIFIC BEQUEST

I bequeath to the Civil War Trust, a tax-exempt non-profit organization, located in Washington, DC, the sum of $_____________________ (or percentage ______% of my total probate/trust estate, or property described herein). This Fund is to be used by the organization as it deems advisable.


 

TARGETED SPECIFIC BEQUEST

I bequeath to the Civil War Trust, a tax-exempt non-profit organization, located in Washington, DC, the sum of $_____________________ (or percentage_____% of my total probate/trust estate, or property described herein). This Fund is to be used by the organization for the following purpose(s): _______________________________________________________.
(If a contribution is to be targeted, please review it in consultation with Civil War Trust officials to be certain that your wishes may be carried out.)


 

RESIDUAL BEQUEST

I bequeath all the rest and residue of my estate/entire trust estate (or percentage ________% of the rest and residue of my estate/trust estate) to the Civil War Trust, a tax-exempt non-profit organization, located in Washington, DC. This Fund is to be used by the organization as it deems advisable.