How to Give:

Bequests in a Will

Including Milton Academy in Your Will

Make Milton Academy a part of your personal legacy with a charitable gift from your estate.

Gifts From Wills and Trusts:

When making a charitable gift to a nonprofit organization, it is vital that the charity's legal name, address, and other identifying details be included. To name Milton Academy in your will or trust, please use the language suggested below for the scenario that best fits your plans.

Residual Bequest Language

A residual bequest comes to us after your estate expenses and specific bequests are paid:

I give and devise to Milton Academy, Milton, MA,  (EIN 04-2103603) all (or state a percentage) of the rest, residue and remainder of my estate, both real and personal, to be used for its general support (or for the support of a specific fund or program).

Specific Bequest Language

You can also name Milton Academy as a beneficiary of a specific amount from your estate:

I give and devise to Milton Academy, Milton, MA,  (EIN 04-2103603) the sum of $ ________________________ (or "____ shares of __________________ stock") to be used for its general support (or for the support of a specific fund or program).

Contingent Bequest Language

Milton Academy can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled:

If (insert individual heir's name) is not living at the time of my death, I give and devise Milton Academy, Milton, MA,  (EIN 04-2103603) the sum of $ (or "all" or " ___________ percentage of the residue of my estate") to be used for its general support (or for the support of a specific fund or program).

Let Us know!

Once you have completed your plans, please notify us today so that we can properly thank you and recognize you as a Forbes Goodwin Society member, as well as ensure your gift will be used as you've intended. Contact us today.

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© Planned Giving Marketing. This document is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.