Bequests

Bequests are gifts made through a will and are one of the National Trust’s most important sources of support. A bequest can be a specific dollar amount, a percentage of your estate or the remainder of your estate. These gifts have no immediate impact on your current lifestyle. Please consider a gift through your estate. 

Listed below are samples of bequest language for the most common types of bequests. Every estate plan is different, so please share this information with your estate planner to determine which one works best for you.

Residual Bequest

A residual bequest is a gift made to the National Trust after all other bequests, debts, and taxes are paid. 

I give, devise and bequeath to the National Trust for Historic Preservation in the United States [all or percentage] of the rest, residue and remainder of my estate, to be used for its unrestricted use and purpose (or for the support of a specific program).

Specific Gift Language

A specific bequest names the National Trust as a beneficiary of a specific amount that you designate.

I give, devise and bequeath to the National Trust for Historic Preservation in the United States, the sum of $_____ (or asset) to be used for its unrestricted use and purposes (or for the support of a specific program).

Contingent Bequest Language

A contingent bequest is a gift that names the National Trust a beneficiary in the event that one of your specific bequests cannot be fulfilled.

If (insert name) is not living at the time of my demise I give, devise and bequeath to the National Trust for Historic Preservation in the United States, the sum of $____ (or all or a specific percentage of the residue of my estate) to be used for its general support (or for the support of a specific program).

Estate gifts are an excellent way to secure a long-lasting preservation legacy. Contact us to learn more.