Charitable Trusts

Bequests can take a number of forms including specific dollar amounts or a portion of what remains of an estate after obligations to others are fulfilled. The estate will receive an estate tax charitable contribution for the bequest to HMH. You may find it helpful to have sample will language to share with an attorney:

I give, devise, and bequeath to Hamilton-Madison House, a non-profit New York organization, located at 50 Madison Street, New York, NY 10038, the sum of $____ (or, ____ percent of my estate, or, ____ percent of the residue of my estate) to be used for such purposes as the Board of Governors determines at the time this bequest becomes effective.

Designating your gift for a specific purpose

Will or trust provisions may be designated for a specific purpose - such as endowment fund, senior programs, general operating support, or music school. If you wish to restrict or designate a use for your gift, please contact the Development Office to ensure that we understand your wishes.