Types of Bequests

When planning your will or a codicil to your will, you may want to consider having the language reviewed by your attorney. The Executive Officer and the Director of the Archives Partnership Trust would be pleased to consult in confidence with you and your legal advisor about the phrasing of any specific bequest you may be considering.

Bequests may be large or small and may take many forms. For example, you may arrange for the Archives Partnership Trust to receive:

  • A specific dollar amount
  • Specified assets such as securities, real estate, or tangible personal property 
  • A residuary bequest, in which the Partnership Trust receives all or a percentage of the remainder of your estate after all other obligations are met
  • A contingent bequest, in which the Partnership Trust becomes the beneficiary only if the named beneficiary is unable to accept the bequest

Please remember that a planned gift does not reduce your current income, but is usually deductible for estate tax purposes.

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Useful Language for Making a Bequest

The most useful bequest is an unrestricted one for the general purposes of the Partnership Trust. This will allow the Partnership Trust to use the funds where the need is the greatest at the time. 

Suggested language for making an unrestricted bequest:

"I hereby give to the New York State Archives Partnership Trust, a 501(c)(3) non-profit organization, in the Cultural Education Center, Suite 9C49, Albany, New York, 12230 for its general purposes (... dollars) (... percent)(all the rest, residue, and remainder of my estate)."

Suggested language for a specific purpose:

"I give (the sum of ...dollars) (all or ... percent of the residuary of my estate) to the New York State Archives Partnership Trust, a 501(c)(3) non-profit organization, in the Cultural Education Center, Suite 9C49, Albany, New York, 12230, for the following purpose: (state the purpose)."

By including the Archives Partnership Trust in your will, you will ensure that New York's past is preserved for our future generations. 

For more information, please contact the Archives Partnership Trust at 518-473-7091.