The Legacy Society
What will your legacy be?
A simple, versatile way to continue protecting Connecticut’s historic places for decades to come is to mention Preservation Connecticut in your will or living trust. A charitable bequest is very easy, and your generosity will not only help Preservation Connecticut continue its important work, but it may also inspire others to follow your example. Please consult your financial or legal adviser. See Sample Bequest Language.
Bequests can take one of several forms, including:
- A specified dollar amount.
- Specified assets, such as securities, real estate, or tangible personal property.
- Retirement account assets, consisting of any benefits remaining in your retirement plan.
- A residuary bequest, in which Preservation Connecticut receives all or a percentage of the remainder of your estate after all other obligations are met.
- A contingent bequest, in whichPreservation Connecticut becomes the beneficiary only if the named beneficiary is unable to accept the bequest.
If you let us know that you have mentioned Preservation Connecticut in your estate plans and we will honor your commitment to preservation with membership in our Legacy Society. You may contact Jordan Sorensen by calling 203-562-6312 with questions.