Sample Beneficiary Designation

A beneficiary is a person or organization that will receive the benefit of property from an estate or trust. This may be through the right to receive a bequest or to receive trust principal over time.

If you want your gift restricted to preserve land associated with a certain war, please indicate that on our Declaration of Intent after making the American Battlefield Trust a beneficiary.

To include American Battlefield Trust by beneficiary designation, please use the following information:

American Battlefield Trust is presently headquartered at:
1156 15th Street NW, Suite 900,
Washington, D.C. 20005
Tax ID#: 54-1426643

Retirement Plan Beneficiary:

To donate assets in your retirement plan to the American Battlefield Trust, simply complete a beneficiary designation form from your plan administrator.

Information for completing the beneficiary form:

Name: American Battlefield Trust
Address: DC office address: 1156 15th Street NW, Suite 900, Washington, DC 20005.
Federal tax ID number (can use this in the place of the social security field): 54-1426643
Date of incorporation (can use in place of birthdate field): August 27, 1987
Type of entity: choose “charity” or “other entity.” Note: do not choose Trust.

We encourage you to give the American Battlefields Trust a copy of the designation form to have on file.

Life Insurance Policy Beneficiary:

Maybe your family’s requirements have changed and you no longer need a life insurance policy death benefit. Simply determine what percentage you would like to donate to the American Battlefield Trust, and contact your insurance company or agent to request a beneficiary designation form, in order to change the named beneficiary upon your death.

Information for completing beneficiary form:

Name: American Battlefield Trust
Address: DC office address: 1156 15th Street NW, Suite 900, Washington, DC 20005.
Federal tax ID number (can use this in the place of the social security field): 54-1426643
Date of incorporation (can use in place of birthdate field): August 27, 1987
Relationship to insured: Charitable organization

Please give the American Battlefield Trust a copy of the beneficiary form to have on file.

Questions?

Before deciding about your estate plan, consult an estate planning attorney.

To learn more about the programs and work your gift can support, please contact us.

Leaving a Legacy

Hear from some of our Honor Guard members why they have decided to leave a legacy of battlefield preservation.
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We're here to help!

Meaghan K. Hogan

Meaghan K. Hogan

Planned Giving Manager

202-367-1861 ext.7242

legacy@battlefields.org »

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