Wills and Bequests
We invite you to join this special group of friends! It is as simple as notifying us of your planned gift intention.
A bequest is one of the most meaningful legacies you can provide and will have a lasting impact. Making a bequest through a will or a living trust makes a statement about what matters most in your life, and ensures that your intentions will be followed by those administering your estate. You may designate a specific dollar amount, percentage of the remaining estate, or make a beneficiary designation of certain assets to the A Place To Be. To include a bequest to A Place To Be in your will, we suggest this simple statement:
“I give, devise, and bequeath to A Place To Be, at 8 N Jay Street, Middlbeburg, VA 20117, ____% of remainder and residuary of my estate (or $ ____ if specific amount, or otherwise describe the gift) for the general purposes and uses of the A Place To Be at the discretion of the Board of Directors.”
Our federal ID number is 45-3081114.
You can remember A Place To Be in other financial instruments as well. You can designate A Place To Be as a contingent beneficiary of an existing life insurance policy, or you can donate outright a policy you no longer need. Check with your insurance agent to learn how. Or, you can name A Place To Be as a beneficiary of retirement, savings, or checking accounts and possibly avoid probate and estate taxes.
The above information is of a general nature and is not intended as legal advice. It should not replace the counsel of tax, legal or estate planning advisors.