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 Preservation Connecticut. To include such a provision in your will, we suggest the following:

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

 

Specific Bequest

A specific bequest specifies a particular property, such as real property, personal property, life insurance proceeds, and conservation and preservation restrictions. To include such a provision in your will, we suggest the following:

“I hereby give, devise and bequeath my entire interest in [specific property] to Preservation Connecticut, Inc., to be used for the benefit of Preservation Connecticut and to be used as the Trustees may determine.”

 

Contingent Bequest

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

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

Important Information

If you include Preservation Connecticut in your plans, please refer to this information:

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

Address:  940 Whitney Avenue, Hamden, CT 06517

Federal Tax ID:  06-0979808    

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