Planned Giving

We hope you’ll consider including a gift to Greenwich Library in your will or living trust, or naming Greenwich Library as a beneficiary of a life insurance policy or retirement assets. Your gift will create a legacy to help ensure the Library will be enjoyed for generations to come.

Create a Legacy

You can create a legacy to help ensure Greenwich Library will be enjoyed by generations to come.  Estate planning instruments include wills, trusts, gift annuities, IRAs, real estate and insurance plans that transfer assets at the end of the donor’s life.

 

Bequests

To make a charitable bequest for Greenwich Library, simply include a statement in your will or revocable trust agreement along the following lines:

  • I give and bequest (amount or percentage of bequest), to Greenwich Library, a charitable organization with offices in Greenwich, Connecticut, for its general tax-exempt purposes.”

 

Retirement Assets

The most tax effective gift you can make at death is a bequest of your retirement plans such as pension funds or IRAs.  You should consult with your own legal advisors before adding this or any charitable bequest to your will, trust agreement or retirement account.

 

Legacy Donor Recognition

When you make a legacy gift by including Greenwich Library in your estate plans, you are invited to become a member of the Elizabeth Milbank Anderson Society.  Member names will be included in the Annual Report, unless you prefer to remain anonymous.

If you have questions about planned gifts to the Library, or if you would like to notify the Library of an intended bequest, please contact:

Nancy Klein
Director of Development
Greenwich Library’s Trustees’ Office
101 West Putnam Avenue
Greenwich, CT 06830
203.622.7957
nklein@greenwichlibrary.org