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Planned Giving

no
yes
Bequest
Living trust
Life insurance policy beneficiary
Revocable trust
Other trust
Retirement plan beneficiary
Tangible assets (fine and decorative arts, real estate, etc.)

Notice:

Completion of this form is not intended to be a legally binding agreement, merely a notification of intent.

Please discuss all estate plans with a professional financial advisor and attorney. The Decorative Arts Trust is a nonprofit organization recognized by section 501(c)(3) of the Internal Revenue Code (EIN 23-2048668). Contributions are tax-deductible to the fullest extent allowed by law.

Questions? Please contact us at 610.627.4970 or thetrust@decorativeartstrust.org

 

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