Bequests

Consider ways to protect loved ones and the organizations that you care about. That’s what Pat and Aline Leclaire of Charlotte, VT did when recently crafting their will. Aline paints for our Buildings & Landscape crew and her husband Pat, who grew up on a dairy farm, produces award-winning maple syrup.

1. It’s a tremendously important legal document

Creating a will allows you to choose a legal guardian for your children, to plan for their financial security, and even to assign someone to care for your pets when you’re gone. A will allows you to decide how to distribute your assets, supporting what matters most to you for generations to come. 

2. It gives you and your family peace of mind

Everyone needs a plan, no matter your age or net worth. Without a legal will the courts may decide how to distribute your assets. Sharing your plans with family members gives them peace of mind today and helps avoid conflicts in the future. 

3. It enables you to create a lasting legacy

Designating Shelburne Farms a beneficiary in your estate plan is a legacy gift that ensures this special place will thrive in perpetuity. Joining our Legacy Circle won’t cost a thing today, but is invaluable to the future Shelburne Farms. There are many ways to create a lasting legacy. You decide whether to designate a lum sum, percentage of your estate, or a specific asset — the possibilities are vast. 

Bonus Question: What do Abe Lincoln, Aretha Franklin, & Pablo Picasso have in common?

A: Each died without a will, leaving an expensive mess for their families to sort out. 

Including Shelburne Farms as a beneficiary in your Will or Living Trust is a simple and thoughtful way to create a lasting legacy.

1. You include a bequest provision in your Will or Trust designating a particular asset or a percentage to Shelburne Farms (EIN #03-0229347). [see sample bequest language]
2. You inform Shelburne Farms of your commitment so we may thank you and ensure that your wishes are clear and can be fulfilled (especially important if your bequest is restricted and/or includes real estate or other specialized assets.)
3. After your lifetime, your legacy gift lives on, helping Shelburne Farms to thrive. Unrestricted gifts provide the greatest flexibility to address future priorities.

Benefits:

• You may change your bequest or trust designation any time.  
• Your bequest or trust designation will not be subject to any potential federal estate tax.
• If your bequest includes real estate, you control the property during your lifetime. 
• You create a lasting legacy that supports Shelburne Farms in the future.