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.

BASIC BEQUEST

I bequeath to the American Battlefield Trust (EIN 54-1426643), 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 BEQUEST

I bequeath to the American Battlefield Trust (EIN 54-1426643), 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): _____________________________________

Note: If you want, you can restrict your gift to the preservation of Civil War battlefields or Revolutionary War battlefields. If your contribution is to be targeted beyond these general restrictions, please review this in consultation with the planned giving office to be certain that your wishes will 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 American Battlefield Trust (EIN 54-1426643), a tax-exempt non-profit organization listed in Washington, DC. This fund is to be used by the organization as it deems advisable.

*Disclaimer: If the gift’s purpose when it is received by the Trust is indefinite, impossible, or impractical to fulfill, the Gift Acceptance Committee will contact the executor of the estate to direct the fund so that it most nearly fulfills the intentions of the donor.

Leaving a Legacy

Hear from some of our Honor Guard members why they have decided to leave a legacy of battlefield preservation.
See more stories »

We're here to help!

Meaghan K. Hogan

Meaghan K. Hogan

Senior Associate for Planned Giving

202-367-1861 ext.7242

legacy@battlefields.org »

Free Planning Guides

Free Planning Guides

Your free complimentary estate planning guides are just a click away.

Request information »