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 which Preservation Connecticut becomes the beneficiary only if the named beneficiary is unable to accept the bequest.
If you have decided to mention Preservation Connecticut in your estate plans, we would like to show our appreciation by including you as a member of our honorary Legacy Society. To recognize and thank you for your generosity and planning we will send you a certificate of appreciation and letter. You will also be recognized as a member of the Legacy Society in our annual report and Preservation News. Please notify us of your intent by submitting to us this Charitable Bequest Intent Form. The form is for informational purposes only. Your estate is not legally bound by submitting this statement. Your intentions remain revocable and can be modified at any time. This information will be held in strict confidence.
You may contact Jordan Sorensen by calling 203-562-6312 with questions.