Planned Giving
Gift in Your Will (also known as a Bequest)
Benefits of making a gift in your will
Receive an estate tax charitable deduction
Reduce the burden of taxes on your family
Leave a lasting legacy protecting Connecticut’s historic places
Types of bequests
Outright Bequest
An outright specific bequest may direct a specific dollar amount or particular assets such as securities, real estate, or tangible personal property – or a stated percentage of an estate to Preservation Connecticut.
Residuary Bequest
Through a residuary bequest, Preservation Connecticut receives all or a percentage of the remainder of the estate after specific amounts bequeathed to other beneficiaries have been distributed and estate-related expenses have been paid.
Contingent Bequest
This is a bequest made on condition that a certain event must occur before distribution to the beneficiary. Preservation Connecticut becomes the beneficiary only if the named beneficiary is unable to accept the bequest.
Sample bequest language
Click here to see sample language for general and specific bequests.
Contact us
Preservation Connecticut is here to help you with sample language and to answer any questions that you may have. If you have made such a bequest, or intend to do so, please tell us about it by contacting Jordan Sorensen at (203) 562-6312 or filling out this form. Whether you are creating a new will or amending an existing will, Preservation Connecticut advises that you consult with your attorney.