The Easiest Way to Make an Impact

A Gift in Your Will or Living Trust

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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

Young family with kidsWhen 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.

Learn How to Fund It

You can use the following assets to fund a bequest:

Next Steps

  1. Contact Janice Hannah at (540) 740-4545 or janice.hannah@svbf.net for additional information on bequests or to chat more about the different options for including the SVBF in your will or estate plan.
  2. Seek the advice of your financial or legal advisor.
  3. 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

Ready to start planning today? View and download your FREE copy of A Guide to Making Your Will: Direct Your Assets to the People and Causes You Care About Most.View My Free Brochure
Not Sure How to Begin Planning?Download our FREE Personal Estate Planning Kit