Legacy Giving: Bequests

A charitable bequest is one of the easiest and most impactful ways to leave a legacy to the causes you care about.

In consultation with your financial advisor, you can make a bequest in your will or trust directing a gift to the Washington Trust—whether as a specific dollar amount, a percentage of your estate, or from the residue of your estate. Making a charitable bequest ensures that your beneficiaries can take advantage of estate tax charitable deductions, thereby easing the tax burdens on your family and loved ones.

Sample bequest language:

• Specific sum of money: “I give to the Washington Trust for Historic Preservation the sum of [exact dollar amount].”

• Residue of your estate: “I give to the Washington Trust for Historic Preservation all [or a stated percentage] of the rest, residue, and remainder of my estate.”

• Contingent bequest: “If [name/s of primary beneficiary/ies] do/es not survive me, or shall die within ninety (90) days from the date of my death, or as a result of a common disaster, then I give to the Washington Trust for Historic Preservation [exact dollar amount or percentage of residual estate].”

If you have already made a planned giving arrangement to the Washington Trust, consider completing our confidential planned giving form below so we can learn more about how you would like to be recognized for your generous gift.

To learn more about including the Washington Trust in your estate plans, contact Development Director Kristy Conrad at 206-624-9449 or kc*****@pr********.org.

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