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Bequests

Before deciding about your estate plan, consult an estate planning attorney.
Beneficiary Designation

To designate the 12th Armored Division Memorial Museum as a beneficiary of a qualified retirement plan (IRA) or other financial accounts, please use the following information:

Legal name: 12th Armored Division Memorial Museum Foundation Inc.
Address: 1289 North Second Street, Abilene, Texas, 79601

Sample Language for Your Will or Trust

The following language may help you and your attorney when drawing up a bequest that meets your needs.

"I give to the 12th Armored Division Memorial Museum Foundation Inc., a nonprofit corporation currently located at 1289 North Second Street, Abilene, Texas, 79601, or its successor thereto, ______________ [written amount of the estate or description of property] for its unrestricted use and purpose."

Percentage Giving

Instead of a fixed amount, consider gifting a percentage of your estate or a specific assist. That way, gifts to loved ones and to the Museum remain proportional – no matter how your estate fluctuates. Here are three ways you can do percent giving:

  1. Gift a percentage of your estate to the museum in your will.

  2. Leave the Museum a percent of your residential estate (the portion of your estate that remains after all gifts have been made and all claims on the estate are satisfied).

  3. Name the Museum as a beneficiary of a percent of your life insurance policy or retirement account.

The following language may help you and your attorney when drawing up a bequest that meets your needs.

"I give to the 12th Armored Division Memorial Museum Foundation, Inc. a nonprofit corporation currently located at 1289 N. Second Street, Abilene, Texas, 79601, a sum equal to ______% of the rest, residual, and the remainder of my estate."

Before deciding about your estate plan, consult an estate planning attorney.
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