How to make a Bequest
For some land conservation supporters, a bequest is the most realistic way of making a significant gift to The Provincetown Conservation Trust. You may provide for The Provincetown Conservation Trust by:
· creating a new will,
· adding a codicil to your present will,
· including The Provincetown Conservation Trust in your revocable trust,
· or designating The Provincetown Conservation Trust as the beneficiary of your retirement plan or insurance policy.
To ensure that your exact intentions are carried out, wills, codicils, and trusts should be prepared by and with the advice of your attorney. The president of the Provincetown Conservation Trust is available for additional information on the various methods of designating a bequest to Provincetown Conservation Trust or for guidance in planning a gift.
A bequest or beneficiary designation to The Provincetown Conservation Trust should be made payable to the "The Provincetown Conservation Trust" which is the official name. Unless otherwise specified, a bequest to the "Provincetown Conservation Trust" is interpreted as an unrestricted donation to The Provincetown Conservation Trust to be used in any way to serve any of its purposes.
Sample Bequest Form: A general bequest, unrestricted as to purpose:
"I give (____ dollars) or (____ percent of my estate) to The Provincetown Conservation Trust, (federal tax I.D. number: 04-2701524), a Massachusetts charitable corporation having an address at P.O. Box 307, Provincetown, Massachusetts, for the benefit of The Provincetown Conservation Trust, and for its general purposes."
Sample Bequest Form: An endowment bequest for a specific purpose:
"I give (____ dollars) or (____ percent of my estate) to The Provincetown Conservation Trust, (federal tax I.D. number: 04-2701524), a Massachusetts charitable corporation having an address at P.O. Box 307, Provincetown, Massachusetts, for the benefit of The Provincetown Conservation Trust., and for (state the purpose). If, in the future, in the opinion of The Provincetown Conservation Trust, all or part of the income of this fund cannot be usefully applied to the above purpose (or in the above manner), it may be used for any purpose within the powers of the The Provincetown Conservation Trust. that will most nearly accomplish my wishes and purposes."
So that we can help you make sure that your intent will be realized by your provision, we would be grateful if you would mail a copy of the pertinent portion of your estate documents after your plans are finalized to The Provincetown Conservation Trust, P.O. Box 307, Provincetown, Massachusetts 02657. We will respect the sensitive and confidential nature of any material that you provide.
We are available to consult with you and your advisor about bequests and other forms of charitable giving that may benefit you, your family, and land protection advanced by The Provincetown Conservation Trust. If you or your advisors have questions, please call us at 508-685-6402 or email: Celineg@comcast.net. Thank you again for considering The Provincetown Conservation Trust. |