Charitable Bequests
A bequest is perhaps the simplest planned gift to make. It is also an effective, trusted way to support causes you care about for years to come, with certainty that your charitable intentions will be honored.
A gift to Housatonic Valley Association through your will or living trust can support the general charitable purposes of HVA or can be designated to benefit a particular program area or fund.
Because the savings in state and federal death taxes resulting from a gift to Housatonic Valley Association can be dramatic, your charitable bequest can benefit your family’s inheritance and strengthen the stewardship of the Housatonic River valley.
Sample Bequest Language
The language below can assist your attorney in facilitating a legacy gift to the Housatonic Valley Association, Inc. We are grateful for your faith in our continuing work.
Specific Bequest
“I give to the Housatonic Valley Association, Inc., a nonprofit corporation located in Cornwall Bridge, Connecticut, (the sum of $ ______) OR (all my right, title and interest in the following described property ________) to be used for its general charitable purposes.” (OR, state gift condition).
Residuary Bequest
“I give to the Housatonic Valley Association, Inc., a nonprofit corporation located in Cornwall Bridge, Connecticut, the residue of my estate to be used for its general charitable purposes.” (OR, state gift condition).
Proportional Bequest
“I give to the Housatonic Valley Association, Inc., a nonprofit corporation located in Cornwall Bridge, Connecticut, (a stated percentage or a fraction of my estate) to be used for its general charitable purposes.”
HVA is honored to recognize individuals who have made a bequest or planned gift as members of our Charles Downing Lay Legacy Society. Click here to learn more.
HVA encourages you to seek legal and financial advice when considering charitable bequests and other planned giving options. Thank you for considering a Lasting Legacy through HVA!
For information about the Charles Downing Lay Society or
including HVA in your estate plans, contact:
Kelly Parker, Membership Manager
at (860) 672-6678 x106
or e-mail kparker@hvatoday.org
