The Easiest Way to Make an Impact
A Gift in Your Will or Living Trust
Interested in helping the Shenandoah Valley Battlefields Foundation with battlefield preservation but feel overwhelmed by the thought of writing another check or giving up your assets today? A simple, flexible and versatile way to ensure we can continue our work for years to come is a gift in your will or living trust, known as a charitable bequest.
By including a bequest to the SVBF in your will or living trust, you are ensuring that we can continue our mission for years to come.
Check Out This Potential Scenario
When Tom and Martha got married, they made a point to put together a will to protect their assets. They both loved the SVBF and decided to include a bequest of $75,000 to us for battlefield preservation in their will.
As Tom and Martha's family grew to include three children, they decided to revise their gift to ensure their children's future financial security. They met with their attorney and simply revised the bequest language so that their gift for battlefield preservation was now a percentage of their estate instead of a specific amount. Tom and Martha now rest easy knowing when they die, their plans will provide for the people and charitable work they love.
- Contact Janice Hannah at (540) 740-4545 or firstname.lastname@example.org for additional information on bequests or to chat more about the different options for including the SVBF in your will or estate plan.
- Seek the advice of your financial or legal advisor.
- If you include the SVBF in your plans, please use our legal name and federal tax ID.
Legal Name: Shenandoah Valley Battlefields Foundation
Address: P.O. Box 897.9386 S. Congress St., New Market VA 22844
Federal Tax ID Number: 54-2007460
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.