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Planned Giving Forms

The planned giving materials shown below are available for electronic download. We would be happy to discuss possible options with you for making a contribution to the Walkway Over the Hudson. Before making an estate gift, we always recommend seeking independent professional legal, accounting or investment counsel.

Brochure/Forms

Planned Giving Brochure

Planned Giving Postcard

Planning Giving

Comparison Chart

Estate Commitment Form

Basic Estate Planning Kit

Bequest Language Information

Email Template for Attorneys

Sample Codicil Letter

Appreciated Stocks Info

Stock Transfer

Information Form

IRA Distribution Rollover

The planned giving materials shown below are available for electronic download. We would be happy to discuss possible options with you for making a contribution to the Walkway Over the Hudson. Before making an estate gift, we always recommend seeking independent professional legal, accounting or investment counsel.

Planned Giving Postcard - We would be happy to discuss possible options with you for making a contribution to the Walkway Over the Hudson.

Take a moment and take a look at this chart - it will give you a sense of planned giving categories and facts.

If you have already made a gift to the Walkway Over the Hudson or if you are planning to, please let us know by completing the form below, downloading our Estate Commitment Form, or contacting us at 845-454-9649 ~ We would like to thank you and welcome you into 1889 Legacy Society. By letting us know, we can ensure that we fulfill your gift exactly as you intended. Information you share will be kept confidential and we respect any desire to remain anonymous.

All the basic information you need to know about your estate. 

A gift to the Walkway Over the Hudson in your will or revocable trust enables you to support the bridge and it's missions for future generations. Here is a template for bequest/wills.

Here is the base language in an email template to send to your attorney. Please contact us, if you need more languaging.

A codicil allows an individual, known as a 'testator', to make amendments or modifications to their Last Will and Testament.

Appreciate Stocks explanation and Information.

To make such a gift, provide the following information to your financial advisor, along with the security name and number of shares. Please fill out the attached information form or mail or fax the Walkway Over the Hudson a copy of the written instructions you provide to your financial advisor.

Once you reach age 72 you are required to take annual Required Minimum Distributions (RMDs) from your retirement accounts. This document will assist you in the process.

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