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      Bequests

Joe and Anna have been faithful supporters of the Smithsonian. They believe it is important to support and encourage their mission.

Joe: Several years ago, Anna and I decided to become part of the Smithsonian mission. We believe that they are truly helping others. We think that it is important to partner with them to make a difference. For that reason, Anna and I have made gifts over the years to help others.

Anna: We wanted to do more than to just make gifts. Joe and I have been careful over the years and have accumulated some resources. We plan to be generous with family, but we also have the ability to be generous with charity.

After talking it over, we decided to leave a bequest in our will. Our attorney took the simple language available from the Smithsonian and included a nice bequest. We are delighted that we will be helping others through them.

You also may want to make it easy and convenient to have a bequest included in your will. The language below shows how a bequest can very easily be included in your will.

You might find it helpful to select the "print" button on the top of your screen and print this page. You may feel free to give this page to your attorney. If he or she has any questions, please have them contact us at phone number 888-419-7584 or e-mail us at legacy@si.edu.




Bequests to the Smithsonian Institution

SAMPLE LANGUAGE


If your bequest is to be cash or securities:
I give [the residue of my estate], or [_______% of the residue of my estate], or [the sum of____dollars] to the Smithsonian Institution in Washington, DC.*

Real Estate:
I hereby instruct my [executor/executrix/personal representative] to sell my real estate located at [address/city/state], and to give the net sales proceeds to the Smithsonian Institution in Washington, DC.*

For Endowment:
I give [the residue of my estate] or [______% of the residue of my estate], or [the sum of____dollars] to the Smithsonian Institution in Washington, DC. If the amount is sufficient to establish a named endowment fund, and subject to the final approval of the Smithsonian's Board of Regents, I direct that an endowment fund be created and named the [Mr. and Mrs. John Doe Fund].*

* If you intend to restrict your bequest to a specific museum, research center, program, or other use, we suggest that you discuss your plans with the Smithsonian's Planned Giving office in advance to ensure that your wishes may be carried out.
Please be aware that the Smithsonian accepts gifts of art or objects only if they can be accessioned into the collection. By necessity, the Smithsonian must be highly selective about those objects it chooses to accept.


You may print a Bequest tri-fold brochure. Voice of a Legacy or Will Your Will be Known.



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