Planned Giving: Bequests
There are different ways to give to the Virginia Historical Society through your will, with varying tax consequences depending on the method you choose. The simplest and most popular approach is an outright bequest.
Please show the following wording to your attorney, who can adapt it to your needs:
I, [name], of [city, state, zip], hereby give, devise, and bequeath to the Virginia Historical Society the sum of ____ [or percentage of the estate or description of property]. This is an unrestricted bequest and may be used to further the objects and purposes of the Virginia Historical Society.
A codicil will include the VHS in an existing will with a minimum of expense. Your attorney can put the language below in a form that will be legally effective to accomplish your desired end:
I, [name and address], declare this to be a codicil to the Will executed by me on [date and year], this codicil being as follows: I hereby give, devise, and bequeath to the Virginia Historical Society the sum of ___ [or the following percentage of my net residuary estate or the following described property]. This is an unrestricted bequest and may be used to further the objects and purposes of the Virginia Historical Society.
This gift option entitles you to membership in the Virginia Historical Society's Virginia Heritage Registry.
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Let a Virginian Inspire You!
Virginians famous and not-so-famous have found ways to give to causes they valued, including the VHS. George Washington's will promoted education through several bequests.
Read his story |
Other Planned Giving options available:
• Retirement Plan Gifts
• Charitable Gift Annuities
• Charitable Remainder Trusts
• Charitable Lead Trusts
• Insurance Policies
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