How to make a bequest

It's easy to make a donation to PVAS through your will. There are many options you can choose:

  • You can specify that PVAS should receive a specific asset (piece of land, block of stocks, etc.), a specific dollar amount, or a stated percentage of your estate.
  • If you want your immediate heirs to have lifetime use of some or all of your assets but want some or all of those assets to go to PVAS when your heirs pass away, you can specify that PVAS has the remainder interest in those assets.
  • Similarly, you can name PVAS as a contingent beneficiary of some or all of your assets if your named beneficiary is no longer alive at the time your will is probated.

With any of these options, you can--if you wish--specify  exactly how your bequest should be used. For example, you can state that it should be used generally, to support PVAS's overall operations or be used specifically to benefit a PVAS program you particularly favor, such as children's education programs or nature preserve operations.

Benefits to you

Bequests to PVAS are fully deductible from your gross estate for estate tax purposes. This means they reduce the estate tax burden for your heirs and other beneficiaries. There's no limit on the amount that can be deducted from your estate for charitable bequests.

Language to use

If you choose to make a bequest to PVAS, we suggest that your attorney uses the following language when referring to PVAS:

Potomac Valley Audubon Society, Incorporated, a not-for-profit membership organization incorporated by the laws of the West Virginia, having as its principal address PO Box 578, Shepherdstown, WV 25443.

It may also be helpful to include PVAS's federal nonprofit tax identification number,
which is 55-0626891.

Questions? To consult with us about mentioning PVAS in your will or for more information please email Kristin Alexander or call 304-676-3397.

 
 


  
          © 2014 Potomac Valley Audubon Society

              P.O. Box 578 • Shepherdstown, West Virginia 25443
              phone // 304-676-3397

Kristin Alexander, Executive Director
phone // 304-676-3397 
Kristin@potomacaudubon.org

Ellen Murphy, Program Director
phone // 304-676-8739 
Ellen@potomacaudubon.org

Krista Hawley, Adult Program Coordinator
phone // 304-876-8471
AdultPrograms@PotomacAudubon.org
Follow us on Facebook Follow us

Powered by Wild Apricot Membership Software