Planning for the future and creating the legacy you wish to leave is one of the most effective ways to ensure a lasting impact. Making a gift in your will or living trust, known as a bequest, can guarantee that your legacy endures. Your gift may be a specific dollar amount, a percentage of your estate, or the remainder after all other provisions are specified.
Our federal tax ID number is: 27-3246629
Below is some sample language you or your advisor might use for your will, a codicil to your will, or for directions within your living trust.
For a residuary bequest that would designate all or a portion of what remains after other bequests, debts, and expenses have been paid. Sample:
“I give to the Deltaville Maritime Museum and Holly Point Nature Park, a non-profit corporation currently located at 287 Jackson Creek Road, Deltaville, VA 23043, or its successor thereto, fifty percent (50%) of the rest, residue, and remainder of my estate to be used for its general purposes...”
For a pecuniary bequest that would designate a specific dollar amount. Sample:
“I give to the Deltaville Maritime Museum and Holly Point Nature Park, a non-profit corporation currently located at 287 Jackson Creek Road, Deltaville, VA 23043, or its successor thereto, $100,000 to be used for its general purposes...”
For a specific bequest that designates a specific piece of property for the Museum. Sample:
“I give to the Deltaville Maritime Museum and Holly Point Nature Park, a non-profit corporation currently located at 287 Jackson Creek Road, Deltaville, VA 23043, or its successor thereto, my shares of XYZ stock...”
For a contingent bequest that would take effect only if your primary intention cannot be met. Sample:
“If my spouse does not survive me, then I give to the Deltaville Maritime Museum and Holly Point Nature Park...”
Note: While the samples above use language for unrestricted bequests that support our general mission, bequests can be designated toward an endowment fund, to name a fund in honor or in memory of someone, or to support more specific needs. If you plan to restrict your bequest, please contact us and allow us to plan with you.
If you have named the Deltaville Maritime Museum and Holly Point Nature Park in your will or trust, please let us know so we can ensure that your gift is used according to your wishes. Notifying us of your plans will enable us to plan for the use of your future gift. However, if you prefer to remain anonymous, we will keep your name and gift in strict confidence.
Please contact Raynell Smith at office@deltavillemuseum.com more information.
Deltaville Maritime Museum & Holly Point Nature Park is a U.S. 501(c)(3) non-profit organization.
Federal tax ID number: 27-3246629
Information contained herein was accurate at the time of posting. 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 any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. A copy of our most recently filed financial report is available upon request, by contacting us at 804-776-7200 or office@deltavillemuseum.com