Gifts by Will

Gifts by Will:

Bequests by will to the church are exempt from federal and most state inheritance taxes. With a gift by will, your total estate value is reduced by the amount of your planned gift, reducing your overall estate tax.

By your will (which you may change by a codicil) or your revocable trust (which you may change by an amendment), you can make Ellington Congregational Church the beneficiary of cash, securities, and/or other property. You may designate by a specific amount or a percentage of your estate.  You may also make ECC a residual beneficiary of your will or trust; that is, a recipient of some part of the balance after payment of specific bequests, expenses, and taxes.

As you review your testamentary plans, here are some language samples for your consideration.


Specific Amount for General Purposes
"I give and bequeath to Ellington Congregational Church in the Town of Ellington, Connecticut, the sum of $______ to be used at its discretion for the general objectives and purposes of said Ellington Congregational Church."

Percentage Amount for General Purpose
"I give and bequeath to Ellington Congregational Church in the Town of Ellington, Connecticut, ___% of the rest, residue, and remainder of my estate, to be used at its discretion for the general objectives and purposes of said Ellington Congregational Church."
 

Percentage Amount for a Specific Purpose

"I give and bequeath to Ellington Congregational Church in the Town of Ellington, Connecticut, ___% of the rest, residue, and remainder of my estate, to be used at its discretion for [the general maintenance of the physical facilities] of said Ellington Congregational Church."

 

These are only samples for your consideration. Your legal counsel can help you to refine the bequest language to suit your specific wishes for ECC. If you do decide to include ECC in your will, we would find it very helpful to have a copy of that portion of your will for our records.

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