Simple Bequests & Beneficiary Designation on Retirement and Life Insurance Assets
There are many ways to maximize your giving and legacy commitment to conservation that can offer tax benefits for you and your family. We are not accepting Life Income Gifts at this time, but may in the future. Consult your attorney or financial advisor when considering your planned giving options.
- Your assets remain in your control during your lifetime for family, retirement, and other personal goals.
- You can modify your bequest if your circumstances change, allowing for ultimate flexibility.
- A bequest can reduce or eliminate federal and state estate taxes.
- Your bequest can range in size and value and can be funded with almost any asset, such as cash, stocks, or mutual funds, IRAs and retirement funds.
Common Charitable Bequests
Naming Sudbury Valley Trustees in your will is an easy way to leave a lasting legacy to land conservation.
- Cash Bequest - Designate a specific dollar amount to SVT.
- Residuary Bequest - Direct all or a percentage of your estate to SVT, once all payments of cash bequests and estate related expenses are settled.
- Contingency Bequest - Provide for SVT as a contingency beneficiary, in the event that a primary beneficiary is no longer living.
- Property and Appreciated Securities Bequest - Direct a specific asset, such as real estate, appreciated securities or tangible personal property, like an antique or valuable art object, to SVT.
Sample Language for Your Bequest
We welcome the opportunity to discuss your bequest intentions at any time. Please contact Lisa Vernegaard, Executive Director, at 978-443-5588 x 114.
Sudbury Valley Trustees is a tax-exempt organization described in Section 501 (c)(3) of the Internal Revenue Code. Tax ID # 04-6049963