Wills and Living Trusts
For many, the optimal way to make a planned gift to WGBY is through a bequest or other testamentary provision.
You can include a bequest to WGBY for a specific dollar amount or a specific asset, such as a painting or real estate. You also can leave a bequest of the residue of your estate or a percentage of the residue of your estate.
The process of including WGBY in your will or trust is simple. The following is a sample of bequest language:
“I give (___________ percentage of my estate) or (the residue of my estate) or ($______ specific dollar amount) to WGBY, A division of the WGBH Educational Foundation, for its general use and purposes. WGBY is located at 44 Hampden Street, Springfield, Massachusetts, 01103. ”
If you have already written your will, a charitable bequest can be added to your will by adding a codicil (or supplement) to the original will.
Your attorney or financial advisor may need WGBY’s tax id number, which is 04 2104397.
Summit Society Options
Have questions about which planned giving options are best for you? Please call Jodi Fallon Fern, Major Gifts Officer, at (413) 781-2801, x246, or email email@example.com.