Legacy Gifts
A legacy gift is a deeply personal reflection of your interest in making your community a stronger and more prosperous place for current residents and future generations.
In drafting or revising your Will, you may wish to allocate an amount from your estate for charitable purposes. A planned gift to a Northumberland County program or service is an investment in local quality of life.
You can make a bequest to a particular Northumberland County program or service in your Will by:
- specifying a percentage of your estate;
- stating a specific dollar amount;
- choosing to bequeath an asset such as property, artwork, or securities, for example; or
- you can direct the County to receive a portion of your estate only if the primary intention cannot be met. For example, if other beneficiaries do not survive you.
Northumberland County will issue a donation receipt for the bequest. This receipt will result in a tax credit that may be claimed for up to 100% of your taxable income in the year of death and the preceding year.
We recommend that you consult with your financial planner or estate lawyer who can provide advice on tax benefits, the best gift options for you and the wording you should use in your will.