Gifts from Your Will or Trust

Planned Giving Graphics

Specific Bequest Language

“I give and devise to the National Cowboy & Western Heritage Museum (Tax ID#30-0341029) located in Oklahoma City, Oklahoma, the sum of $___________ (or asset) to be used for its general support (or for the support of a specific fund or program).”

Residuary Bequest Language

A residuary bequest comes to the Museum after your estate expenses and specific bequests are paid.

“I give and devise to the National Cowboy & Western Heritage Museum located in Oklahoma City, Oklahoma, (Tax ID#30-0341029) all (or state a percentage) of the rest, residue and remainder of my estate, both real and personal, to be used for general purposes (or for the support of a specific fund or program).”

Contingent Bequest Language

The Museum can be named a contingent beneficiary in your will or trust if one or more of your specific bequests cannot be fulfilled (for example, if another named heir predeceases you):

“If (insert name) is not living at the time of my death, I give and devise to the National Cowboy & Western Heritage Museum located in Oklahoma City, Oklahoma, (Tax ID#30-0341029) the sum of $________________ (or all or a percentage of the residue of my estate) to be used for its general purposes (or for the support of a specific fund or program).”

 

How It Works

  • Include a bequest to the National Cowboy & Western Heritage Museum in your will or trust.
  • Make your bequest unrestricted or direct it to a specific purpose.
  • Indicate a specific amount or a percentage of the balance remaining in your estate or trust.

Benefits

  • Your assets remain in your control during your lifetime.
  • You can modify your gift to address changing circumstances.
  • You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
  • Under current tax law, there is no upper limit on the estate tax deduction for your charitable bequests.

We are pleased to speak with you in confidence about the opportunities available to support the Museum. We are also happy to share more information with you about planned-gifts and how they can meet your personal, financial and philanthropic goals.

For more Information about planned-gifts and leaving your Western Legacy please contact (405) 478-2250 ext. 288 or jtaylor@nationalcowboymuseum.org.