Example: William and Elizabeth believe in Lund’s mission and wanted to support the important work of the organization but didn’t feel able to make a large gift. Instead they wrote a bequest to Lund into their will. They were then assured that Lund would be supported after they have passed away. After the birth of their children, William and Elizabeth reached out to their lawyer to change the terms of their bequest. Instead of leaving a fixed amount to Lund, they decided to reserve a percentage of their assets to be donated to Lund.
If you have already made a bequest to Lund and haven’t alerted us of your generous intentions, please do so. Your support qualifies you to be a member of the Elizabeth Lund Legacy Society, a group of philanthropic leaders that shares your foresight and generosity. The Elizabeth Lund Legacy Society provide a way to recognize and thank donors during their lifetime, and ensures that their wishes are properly documented.
To let us know that you have included Lund in your will or living trust, please contact Sharon Lifschutz, Director of Development at (802) 861-2580 or sharonl@lundvt.org.
To learn more about making a bequest to Lund, please talk to your estate planning attorney.
The purpose of this page is to provide general gift, estate, and financial planning information. It is not intended as legal, accounting, or other professional advice. For assistance in planning charitable gifts with tax and other financial implications, the services of appropriate advisors should be obtained. Consult an attorney for advice if your plans require revision of a will or other document.
