Planning a Bequest

A bequest is a powerful and thoughtful way to share your commitment to advancing financial education.

You can designate either a specific dollar amount or a percentage of your estate after other disbursements. A bequest can also reduce the amount of your taxable estate, which may increase the actual amount available to loved ones. Gifts can be made in cash, real estate, stocks or bonds.

The language below is commonly used, but it is always best to consult with an attorney before making a change to your estate.

Suggested Language for your Will:
A suggested bequest to the Museum of American Finance could read as follows: “… to the Museum of American Finance, 48 Wall Street, New York, NY 10005, the sum of $_______ [and/or _______ shares of the capital stock of __________ corporation and/or the following described property ________ and/or ________% of my residuary estate] for its general purposes.”

Tax Information
The Museum of American Finance is tax exempt under section 501(c)(3) of the Internal Revenue Code. Our tax identification number is 13-3540880. All unrestricted charitable gifts to the Museum help us preserve, exhibit and teach about the nation’s finances and financial history.