Bequests

By making a simple gift in your will or estate plans, you can support Salzburg Global Seminar for years to come. Your gift will help inspire leaders and create cross-cultural dialogue for future generations.

How It Works

You designate a particular asset or a percentage of your estate to Salzburg Global Seminar by including a bequest provision in your will or revocable trust.

Salzburg Global might not receive a bequest for many years; thus, the restrictions placed upon your gift should be as minimal as possible.

Benefits

• Your gift costs you nothing now. You retain control of your assets during your lifetime.
• You can change your mind or modify your gift if circumstances change.
• You can leave a gift in honor or memory of someone who also loved Salzburg Global Seminar.
• Your gift is 100% deductible for estate tax purposes in the US. Your gift may place your estate in a lower estate tax bracket and help reduce the tax burden for your heirs.

Legal Designation

With the help of your estate advisor, you can include language in your will or trust specifying that you would like to make a gift to Salzburg Global Seminar. For example, you could include the following sample language in your will:

General Bequest Language

“I bequeath $_______ to Salzburg Global Seminar, of 1250 H Street NW, Suite 1150, Washington, DC 20005, Federal Tax ID Number 04-2200147.”

Bequest of a Percent of the Estate

“I bequeath to Salzburg Global Seminar, of 1250 H Street NW, Suite 1150, Washington, DC 20005, Federal Tax ID Number 04-2200147, _______% of the rest and residue of my estate.”

Bequest – Residuary

“After all specific bequests, devises, and expenses have been taken care of, I hereby give the residuary of my estate to Salzburg Global Seminar, at 1250 H Street NW, Suite 1150, Washington, DC 20005.”

Tax ID Number: 04-2200147 

Tips for Updating Your Will

• Meet with your attorney to update your will regularly. From a tax and legal perspective, your attorney will advise you on which assets are best left to family, friends, or charity.
• Take stock of all of your assets. Consider any new investments, real estate, business assets, retirement plans, insurance, and personal property. Then, decide if you have any changes to what you want to do with these assets and to whom you wish to leave them.
• If you choose to leave part or all of your estate or assets to Salzburg Global Seminar, make sure you have the correct language in your will. Make sure someone knows where your original will or trust is located and has access to that location. Also, give this person or persons a copy of your will or trust.

Please let us know if you have already made a gift through your will! We want to thank you and welcome you to the Salzburg Global Legacy Society. Please email Development@SalzburgGlobal.org or call +1 (202) 637-7683.