BEQUESTS
For more information please call John Oddy at (212) 480-2889 extension 202

Bequests (gifts made by will) have been an important source of support for the Foundation.

A recent bequest allowed Royal Oak to fund various conservation projects of great interest to the Board, and also presented the Foundation with several naming opportunities to honor the generous donor.

It is possible to leave any amount to Royal Oak completely free of estate taxes because of the unlimited estate tax charitable deduction. A bequest to Royal Oak, for example, is an attractive way to establish a scholarship fund for young professionals to study architecture and the decorative arts in England, or to spend a summer as an intern at a National Trust property.

It is also possible to leave an amount directly to the National Trust in England which is free of federal estate tax.

Bequests that are made directly to the National Trust qualify for the unlimited estate tax charitable deduction; however, no federal income tax deduction is allowed for gifts that are made directly to the National Trust during one's lifetime.

Please consult your tax advisor when you are considering a gift of this nature.

photo: Jeremy Whitaker